Meet the professionals

Edward was born and raised in the home counties of England, United Kingdom and graduated from Manchester Metropolitan University where he studied International Business and Philosophy. During this time, he found a passion for traveling and traveled extensively, first on a study program to Nanjing University, China and then subsequently across mainland China, Hong Kong, mainland Europe, Australia, and around the United Kingdom.

Upon settling back in London, he began his career in Financial Services. Edward worked for two leading Boutique Financial Planning & Asset Management firms from 2012 to 2018. During this time, Edward was a client facing Paraplanner where he led and supported client meetings involving goals based financial planning, estate planning and generational wealth planning. He also provided investment research and asset management. He was later responsible for internal operations, education, and financial planning reports.

Edward previously worked at RBC as an Investment Associate from 2019 - 2022. He returned to join the Tailored Portfolio Management Group as an Advisor in early 2023.

Edward lives local to Beverly Hills, with his wife and son. When not in the office Edward enjoys watching soccer, traveling, and spending time with his family.