I manage investment portfolios for private clients, trusts, charities and corporate entities. This involves working closely with other professionals, such as solicitors, accountants and financial advisers, to build bespoke investment strategies.

Putting my clients' best interests first is at the heart of everything I do and is central to my decision-making process.

I am responsible for managing investment portfolios for private clients, trusts, corporate clients, pensions and charities. I work closely with each client to build a tailored investment plan, based on their unique requirements and financial objectives, which will ultimately help them achieve their long term financial goals. By also working with both our financial planning team and in-house research team I am able to meet my clients' diverse financial requirements, matching their risk profiles and objectives to investment portfolios that will deliver for them both now and in the future. Where necessary, I have also forged strong relationships with legal and accountancy professionals, to provide investment solutions and tax efficient succession planning to the next generation.

I am an Investment Director for the Investment Management team in the Belfast Office. I manage portfolios for private clients, pensions, trusts and corporate entities.

I work within the Financial Planning team in Belfast which specialises in all aspects of Financial Planning and Wealth Management for clients. Something that really appeals to me about Financial Planning is how much it can really help people; and I think that this is something that is often overlooked when people think about a Financial Planner. The job ranges from helping people understand the basics of their financial situation; to solving very complex financial problems for clients. In both instances, and all the cases in between, it’s all about helping the client to understand their financial goals and to plan for their future to achieve their aspirations.

My priority is to understand my clients’ current situation, what they are looking to achieve from their investments, the level of risk they are comfortable taking and their investment time frame, in order to construct and actively manage a portfolio of investments to help achieve their financial goals. I predominantly specialise in bespoke discretionary portfolio management for private clients, corporate clients, trusts, pensions and charities. I work closely with both our in-house financial planners and external financial advisers, solicitors and accountants, utilising tax efficient options such as ISAs, SIPPs, Bonds and IHT planning portfolios, where appropriate, as part of an overall wealth management strategy.      

As manager of the Belfast discretionary investment team I ensure we work together to provide an investment portfolio catered to a client's investment needs, including any personal bias or restrictions they may have. I also manage multi-asset portfolios on behalf of private clients, charities, pension funds, trusts, offshore bonds and self-invested pension funds. I am a member of our group Stock Selection Committee and I am actively involved in the office's corporate volunteering scheme. 

As senior investment director at Investec, based in Belfast, I work with a wide range of clients and professional introducers in both Northern Ireland and the Isle of Man. I manage portfolios for private clients, trusts, SIPP’s, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants, financial advisers and CSP providers to build and implement bespoke investment strategies for clients. I manage both UK and global investors, as well as having clients all over the world which enables me to offer solutions to clients in a number of different currencies.

I manage investment portfolios for private clients and trusts, corporate clients and other investment structures.

I help clients achieve their financial goals whether in the sphere of retirement , wealth generation or passing assets onto the next generation. Tax efficiency and a strong investment discipline sit at the heart of my strategies for clients. Personal service is a fundamental driver as is the building and maintaining a long lasting client relationship. Investec Wealth & Investment offer a wide range of tailored services that can both enhance and preserve your wealth. With access to the services of our Private Bank I am well positioned to broaden our advices should you require so.

I am Divisional Director and lead the region of Scotland and Northern Ireland.  I also manage portfolios for private clients, trusts, SIPP’s, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants and financial advisers, to build and implement bespoke investment strategies for our clients.