Areas of expertise
private clients; family succession investment; family trusts; personal and corporate pensions
Norman joined the Belfast office in 2016, and was appointed Investment Manager upon completing the CISI Chartered Wealth Manager certification.
He manages a diverse client base, both within the UK and internationally. Norman invests in wide range of tax environments, including pension funds, ISAs, non-standard residence and domicile. Norman is also experienced in the passing of wealth down multiple family generations and works closely with the Probate Department handling deceased estates.
Norman ensures the underlying investment approach is tailored to each individual client, allowing for various capital growth and income objectives, as well as incorporating investment preferences or restrictions. He has a particular interest in the benefit of ethical investing on society and the environment.
BSc Mathematics - First Class Honours.
MSc Quantitative Finance and Trading.
Chartered Wealth Manager Masters – CISI NI Branch first place prize winner 2018.
Norman is a Chartered Member of the Chartered Institute for Securities and Investment.