Guildford Office Team

I help my clients achieve their financial goals advising in the areas of Investments, Retirement Planning, Inheritance Tax and Protection. I build and implement a plan which focuses on achieving the client's financial objectives and review the plan regularly to ensure it remains on track. I am a family orientated person and have a passion for wealth succession and the part of my role I enjoy the most is helping different generations of family’s with their financial planning. I also regularly work alongside a clients' other professional advisers such as accountants and solicitors to make sure all aspects of their finances are dealt with seamlessly.

I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees. 

For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.

I work with clients and their financial advisers to build discretionary investment portfolios that are risk managed, well-structured and tax efficient. My priority is to find market opportunities that help investors to meet their long term personal and financial goals. I take great care to understand my clients’ personal circumstances and to tailor the service I deliver accordingly. I work with a broad array of investors including individuals, families, corporates, charities and trusts.

I build and manage portfolios for private clients, trusts, companies and charities.

My focus is to establish a plan with my clients that works towards achieving their financial goals, through developing a personal and long-term relationship and understanding their current and future financial objectives. I have a passion for investment markets and portfolio construction and I am currently a voting member of Investec's global sector view group and UK stock selection committee. By working closely with Investec’s in-house research team I am able to identify suitable investments for my clients’ tailored investment portfolios. I also work closely with financial planners and other professional advisors to provide the best possible wealth planning and retirement solutions that will deliver for them.

My role focuses on managing a broad range of investment portfolios for private clients and I have extensive experience in the management of inheritance tax schemes and pensions. I also work closely with an increasing number of intermediaries providing investment management support to independent financial advisers (IFAs) and solicitors in the area.

I look to provide individual solutions for my clients. Most importantly, I start by fully understanding my client's aims and objectives to see exactly what has to be achieved within the set parameters. There are many different solutions available and identifying which fits best is hugely important, not only at that point in time, but also for the different phases of life that are to come. I manage portfolios for clients but work closely with my financial planning colleagues to find the best structures. Investment returns can be one part of managing portfolios, but their tax efficiency is also very important. As a result, I manage portfolios for individuals, trusts, charities and some companies. I aim to keep an open mind about trends and financial information, look to challenge assumptions but equally, I am happy to be persuaded by a good idea. I believe that this will provide the best outcome for clients that I can achieve.

I manage discretionary portfolios for individuals, families, trusts and local charities. I head up the Guildford office and sit on the General Management Committee.

I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, onshore and offshore trusts, companies and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on risk tolerance and investment objectives.

I coordinate and implement the team's investment strategy across client investment portfolios. I actively engage in Investec's investment process and attend the central investment committees, working closely with collectives and direct equity research departments. My areas of expertise include discretionary fund management, ESG portfolio construction, thematic investing, healthcare, technology, smart materials and active vs passive Investing.

My role is to build bespoke, actively managed investment portfolios for private individuals, pension funds, trusts and corporate clients. Over many years I have formed trusted relationships with my clients to better understand their specific family requirements and to ensure funds are appropriately invested for future generations. Portfolios are created using a spread of investments across different asset classes including domestic and international shares, fixed interest, infrastructure funds and structured products. I am committed to providing a first class service to my clients and their advisers. This approach is also shared by my wider team of skilled and experienced professionals.

I manage investment portfolios on a discretionary basis for private individuals, companies and local charities. My client portfolios include ISAs, Self-invested Pension Plans (SIPPs), onshore and offshore trusts. I make sure I understand my clients’ individual risk tolerance and investment objectives in detail and then build and monitor portfolios in line with these preferences and aims. To ensure the best possible outcome for my clients I work closely with financial planners and Investec’s in-house research team to identify suitable investment solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.