Andrew joined JM Finn in August 2009. Previously he worked at Smith & Williamson after their merger in 2002 with NCL Investments which he joined in 1989. He started working for Montagu Loebl Stanley, followed by a stint at Charlton Seal Dimmock. In 1986 he moved to Laurie Milbank which was subsequently taken over by Chase Manhattan Securities. He manages investment portfolios for individuals, including their ISAs and SIPPs, family groups and Trusts.
James Godrich reviews the portfolios within the Coleman Street Investment service.