What matters most to our team both at work and in personal time:
Professionally – I provide specialist economic and strategic oversight to the Investment team, with invaluable insights into market trends and asset forecasting, ensuring MM Wealth are well positioned for prevailing conditions.
Personally – I’m aiming for a warm, healthy, open-minded and balanced life – that can’t be too hard, can it?
My experience
I have been working in the investment sector for over 30 years as an investment analyst and manager, an academic researcher and lecturer, and as a writer, specialising in
Qualifications
Chartered Financial Analyst
Meet the rest
of our team
As financial planners our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.
Get in touch today
We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.
T. 01223 233331
