I joined Brooks Macdonald as an Investment Director in 2019, I have since been promoted to Senior Investment Director (Investment Team Head for our Leeds office) and Head of Structured Products for the group. I manage portfolios for private clients, charities, companies, trusts and pensions and work closely with Independent Financial Advisers to help achieve the underlying client's dreams and objectives. I am a Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager and a Fellow of the CISI. After completing additional qualifications, I am also specialised in structured products (Investment Advice Diploma - Derivatives) and Responsible Investments (CFA ESG Inve