Investment Manager - Chartered MCSI
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) and the CISI Level 6 Certificate in Private Client Investment Advice & Management (PCIAM).
As an Investment Manager, Fran has experience working with Private Clients, Families, Trusts, Pensions and Charities. She is responsible for looking after clients, constructing & reviewing their portfolios and reporting to them. Additionally, Fran researches collective funds and has a focus on those funds pursuing ethical and environmental objectives. She enjoys monitoring a small number of equities where clients have a particular interest.
Fran enjoys family life and when time allows, concerts, Pilates, theatre and walking.