Client work

I am a freelance investment writer and analyst, with a particular interest in UK equity income. I can provide both editorial/opinion articles and white label news coverage, depending on client requirements. I also have experience of running model portfolios for a number of clients.

I have passed the CFA Level I exam and hold the CFA UK Investment Management Certificate (IMC).

I am a keen private investor and I regularly take part in investing podcasts.

If you are interested in a particular type of writing, please contact me for more information.

Investment publishing credits

Stockopedia

I contribute regularly to Stockopedia's flagship Daily Stock Market Report, providing timely analysis of UK company news.

I also provide regular editorial covering topics including investor education, systematic investing, stock screening and company analysis.

In addition, I have run the Stock in Focus (SIF) model portfolio at Stockopedia since 2016. Between April 2016 and December 2023, SIF generated an average annual return of 10%. You can find an archive of all my past columns here.

I am a regular participant in the weekly Stockopedia Companies & Markets podcast.

Investor's Champion

I run the Income Boosters high yield portfolio and contribute regular news and analysis of UK dividend stocks.

Motley Fool UK

I have contributed stock analysis and commentary to the Motley Fool UK’s premium subscription services.

I also write regularly for The Motley Fool’s main UK site, providing news and analysis on a broad range of big cap firms and popular small cap stocks. You can find a full list of my recent articles on my Motley Fool profile page (click here).

Other work

Thought leadership and other investment commentary: I can provide investment commentary for commercial clients on request. Please get in touch for more details.

Disclaimer: All content provided on this website is intended for educational and entertainment purposes only. This website does not provide investment advice or recommendations. You should research all investment decisions yourself and not rely upon information provided on this website. If you are unable to do this you should seek professional advice from a registered financial adviser.