Divisional Director
Brewin Dolphin Securities Ltd specializes in investment management, financial planning, charities & trusts, and intermediary services.
I am a Chartered Fellow of the Chartered Institute for Securities and Investment, for whom I was the President of the South Coast Committee (2014 - 2016). I began my career in investment management after graduating with an Honours Degree in Financial Services and moved to Brewin Dolphin in 2006. As a Divisional Director of the Winchester office, my primary focus is the management of portfolios for individuals, trusts, companies and charities across the country. I work closely with many professional firms and financial advisers in managing investments on behalf of their clients.
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