Michael, a highly experienced investment professional with a career spanning nearly 24 years, joined the Raymond James Monument team in his hometown of Newcastle, in early November.
With a deep passion for client-focused financial management, Michael is thrilled to be back offering tailored investment solutions to individuals and families in the region.
Michael’s journey in the financial world began following his time at Northumbria University in the late 1990s, when he joined Barclays telephone banking service in Sunderland. This led to a six-month role at Barclays Stockbrokers in Glasgow, which is where Michael discovered his love for investment management.
After returning to the North East, he secured a job as a trainee investment manager in Teesside, before quickly working his way up the ranks to the position of Divisional Director.
In 2014, following the Teesside office closure, Michael moved back to Newcastle, where he continued to build his client base and helped manage investments for individuals across the UK. Over the next decade, his expertise and commitment to a personalised service led to the growth of his client portfolio to an impressive £80 million.
Despite this success, Michael felt a growing desire to return to his roots of providing a more tailored investment experience to his clients. He sought an opportunity where he could truly focus on understanding individual needs and crafting bespoke investment strategies that aligned with each client’s unique goals and aspirations.
This desire led him to Raymond James Monument – a firm that shared his commitment to client centric wealth management. Here, Michael found an opportunity where he could leverage his extensive experience and passion for investment management, to make a real difference in the lives of his clients.
”I have seen many changes over the past 20 years, including a move away from helping those clients who have a more modest amount available to invest.”
With many of Michael’s previous clients in Teesside, he was very keen to be able to offer a continuity of service, which was becoming increasingly difficult. He was also very keen to get back to managing money, which was always a big part of the job and an area he both enjoyed and excelled.
”What we do at Raymond James Monument is to ensure our clients’ needs and objectives are always our number one priority and I’m hugely excited at being able to get back to offering a truly tailored investment service.”
As well as having more time to concentrate on helping his clients, Michael is also eager to continue his love of travel, with many more countries still left on his bucket list.
”I have always loved the Far East, especially the food. However, having not had the opportunity to visit Japan, this is something I would like to rectify as soon as possible.”
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