Edward appreciates the numerous considerations clients are faced with during their financial journey and enjoys assisting them make smart, robust, logical decisions with their wealth. He works with clients to successfully navigate through this journey by developing long-lasting relationships and having a deep rooted understanding of their circumstances, goals and values.
Edward is very much a family man outside of work and relishes spending his time with his wife and young family at their house in Kent. A keen golfer, Edward appreciates playing for his local club and taking on any sporting challenge. Edward also enjoys exploring his culinary skill and getting the chance to travel to new places when he can.
- Chartered Wealth Manager
- Passed the Certificate in Private Client Investment Management and Advice (PCIAM) with Merit
- Holds the Investment Management Certificate
- Previous posts: Raymond James, Seven Investment Management, Heartwood Wealth Management
- Joined MASECO in 2014