My first job was in the financial services profession more than 35 years ago and in 1998 I set up Thoroughbred Financial Services to advise mainly private clients on wealth management. The business merged with Atkinson Bolton Consulting in 2004, which was subsequently acquired by Mattioli Woods in 2013.
Alongside my role as Chief Investment Officer, I am part of the senior team for the Group and also Chair the Investment Committee and the Asset Allocation Committee. I regularly speak at national and international events, both within the profession and on behalf of Mattioli Woods. I have been leading our Investment Briefing webinars since we started them in April 2020. I am also a non-executive director at Amati Global Investors and volunteer/Trustee with other financial services entities.
Outside of work I am a proud dad to three children. I am a Champion for Alzheimer’s Research UK and Trustee of a local social enterprise that trains and supports adults with learning difficulties. I am also a published author and passionate sports fan; this includes playing cricket and racehorse ownership.