He began his career at Hargreave Hale Limited, where he specialised in identifying high growth companies in the UK via small, mid and large caps. He also operated in the United States, with a particular focus on technology.
Subsequently he worked at Canaccord Genuity in the City of London.
In his current role, his clients all have bespoke portfolios using SIPPs, ISAs and JISAs. He specialises in determining what his client objectives are in order to build the correct portfolio for their requirements. This can vary from a blue chip portfolio with asset allocation via funds, to particular sectors and geographics, to AIM and IHT portfolios – all are dependent on risk profile and client preference.