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My aim is to help private clients, Intermediaries, IFA’s and their underlying clients achieve their financial goals through the provision of a Personal and Professional Investment Management Service.
I have 23 years of industry knowledge and experience, incorporating Market Awareness and Investment Procedures, as well as a firm understanding of Client Requirements.
I am a Chartered Member of the Chartered Institute for Securities & Investment (MCSI) and have completed the Level 7 Chartered Wealth Management Qualification.
Our team, ALPHA : r2 at Walker Crips, manage the discretionary award-winning Defaqto 5* rated suite of Managed (MPS) and Bespoke portfolios. The range of core and ethical portfolios invest in UK and global multi-asset class investments for Individuals, Charities, Trusts and tax wrapped portfolios such as ISA’s, SIPP’s and SSAS’s.
The ALPHA : r2 strategy is crafted with Risk Management at its core. Each portfolio is designed to provide high quality relative out-performance, for a given level of risk.
Along with fundamental analysis, we have advanced portfolio analytics in place, institutional stress-testing and screening that is unprecedented in the Retail market. Our robust investment process has achieved industry-leading performance over the past 3 and 5 year periods (30th June 2019).
The ALPHA : r2 range of MPS portfolios are Risk-Rated by Dynamic Planner and are also available to view on FE Transmission. We have been awarded three Defaqto 5 Star ratings for five consecutive years and won the Citywire Regional Stars award for 2017 and were shortlisted for the London award in 2018.