My role is to develop, implement and manage bespoke investment strategies on behalf of my clients. These include private individuals, corporates, trusts, and charities. I manage tailored investment portfolios within a number of different tax-efficient vehicles including pensions, ISAs, and offshore bonds. My approach is to work closely with my clients, as well as financial planners, accountants and solicitors, where appropriate, to provide a holistic service for clients who often have a broad array of diverse needs. My purpose is to facilitate the process that allows my clients to achieve their financial and lifestyle objectives.
With over a decade of experience in the financial planning and investment management sector, I am continually developing my knowledge and understanding of effective wealth solutions for a wide-range of clientele. This professional growth has allowed me to deliver comprehensive wealth management strategies successfully for clients on a repeated basis. As well as my industry experience I also hold the Chartered Wealth Manager qualification from the CISI, the Investment Management certificate from the CFA, and a BA (Hons) degree from Durham University.
I like playing golf and tennis as I find they are a great way to socialise and I enjoy the friendly competition. On most Saturday afternoons I am usually watching my local football team, Solihull Moors. My latest hobby is trying to learn the piano with varying degrees of success.
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Investec offers an out of the ordinary service by having the best people all with a common purpose of seeking to achieve the right outcomes for our clients.