I am an equity analyst, covering the financial services sector

Recent work

Analyst report: Trading update 07/04/20.

Impressive AUM inflows despite market rout. Clients of Impax continued to show their confidence in the face of a collapse in equity markets, with £1.1bn of net inflows during the recent quarter and, impressively, £6m during March. This bodes well strategically. Read the full report here.


and a writer, specialising in feature articles on financial markets, financial services and fintech.

Recent work

Article for The Review (Chartered Institute for Securities and Investment), 15 Nov 2019

“People in the investment sector are struggling. They want to do more sustainable investing, but are finding it difficult because there’s a general lack of ESG data, no consistency across company disclosure of ESG data, and because it’s really hard to define what sustainable investing is. It is not a binary choice between good and bad ESG credentials. Investors are faced with 50 shades of green.” Read the full article here.


I also write regularly for St James’s Place Entrepreneur Club – providing insights and tips for smaller businesses in the areas of funding, finance, M&A and exits.