Certified Financial Technician (CFTe)/ Certified Financial Planner(CFP)/Chartered Alternative Investment Analyst(CAIA), with ability to consistently deliver on multiple commitments, have the advantage of solid foundations and a strong heritage. But I take a fresh, transparent and personal approach to financial planning. I aim to provide clients with clarity and transparency in everything I do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial well being. Through a rigorous and proprietary bottom-up investment process I aim to build a portfolio that combines excellent economic characteristics and great management.
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