How can I help you?

I specialise in Investment Reviews, Trading, Statistics, Research and provision of Management Information.  I have broad operational experience which enhances my role by being able to interact quickly with the private client department, accounts and the back office in terms of solving client issues.

 

Delivering what you really need 

I work on the Investment Management team of Tees Financial which comprises 1 Director, 2 Investment Managers and 1 Trainee Investment Manager and our own in house Back Office support team.  We can also draw upon the financial expertise of our colleagues on the Financial Planning team as well as Tax and Legal advice from our colleagues at Tees Law.

 

What else should you know?

I am a Member of the CISI (Chartered Institute of Securities and Investments) and hold the Investment Advice Diploma, Investment Management Certificate and Diploma in Investment Compliance.  I have worked for the Investment department for more than 10 years in both the back and front office giving me a good understanding of the overall business.

Additional areas of expertise

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