Areas of expertise
Investment management; private clients; trusts; pension funds; portfolio management.
John joined Smith & Williamson from Barclays Wealth in 2008. During this career, John has performed various specialist roles. For many years he specialised in PEP and ISA management and was involved in various special projects. Latterly he moved to specialist portfolio management, and now works closely within a team of investment managers providing research, support, information and back up for the teams investment directors
As part of the Birmingham investment team, John helps to co-ordinate the investment strategy for the office. He was head of the PEP/ISA service as divisional director while working at Gerrard, and personally managed over £100million of funds.
Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).