I am an equity analyst covering UK small & mid-cap financials, specialising in asset management, wealth management, lending, and insurance. Currently covering (company name links to research):

On an ad-hoc basis, I can take on project-based company and sector research assignments, to support investments, acquisitions, or strategic decisions.

I am also a writer. I authored the book “Sustainable Investing for Everyone – A Private Investor’s Guide“, and write regularly for a range of investment publications about financial markets and the financial services sector.