Miles is responsible for the overall day-to-day management of client Discretionary Portfolios. He brings both a high level of knowledge and expertise to the role given his 30 plus years of investment management experience. Miles is a regular speaker at investment conferences and has the ability to make the complexities of investment management not only sound interesting but understandable. As well as being a Certified Accountant, Miles has accumulated various additional investment qualifications including the Chartered Institute for Securities & Investment ‘Investment Management Certificate’ and Certificate in Private Client Investment Advice and Management.
When not at work Miles enjoys spending time with his family, following the ’miss’-fortunes of his favourite football club, Ipswich Town FC and travelling, especially to the States. He is also the chair of governors at Brinkley Grove Primary School.