Investment Manager - Chartered MCSI
Green and Sustainable Finance Professional TM
Fran began her career in 2007 at Gerrard Investment Management in Salisbury which subsequently became part of Barclays Wealth. Fran continued working with Chris Rogers and Simon Jackson when she joined Gore Browne Investment Management in April 2015. Her background as a Private Bank Executive and Analyst provides her with a strong base for her current role. Fran is a Chartered Member of the Chartered Institute for Securities and Investment holds the CISI Investment Advice Diploma (IAD), the CISI Level 6 Certificate in Private Client Investment Advice & Management (PCIAM) and the Chartered Banker Institute Certificate in Green and Sustainable Finance. She is a member of the CISI South Coast Committee.
As an Investment Manager, Fran has experience working with private clients, families, trusts, pensions. She is responsible for looking after clients, constructing, monitoring and reviewing portfolios and is involved with general business development. On research Fran’s focus is on collective investment funds and a number of individual equities where clients have a particular interest. In addition, she also works in the Sustainable Portfolio team for those pursuing environmental or ethical objectives.
Fran enjoys family life and finds time for Pilates and walking.
In 2020 Fran became a Dementia Friend, an Alzheimer’s Society Initiative. Click here to find out more.