I am one of the investment directors managing the alternative investment market (AIM) and inheritance tax (IHT) investment plans for our clients. I have a wealth of experience in managing all asset classes with a specific focus on equity through direct share investing. I bring a financial analysis through a quantitative tools angle to ensure that we only invest in the best companies within our AIM/IHT plan.
I am a qualified Chartered Accountant and Chartered Wealth Manager, coupled with over a decade of experience in the finance industry. After leaving the University of Southampton where I completed a BSc in Management Sciences with Accounting, I started within Ernst & Young's financial services auditing department. After qualifying as a Chartered Accountant, I landed a role within discretionary investment management where I was responsible for running money for private clients, pensions and trusts, with a specific focus on servicing both the Southern African and Middle Eastern markets. More recently joining Investec within the AIM division, I have a wealth of experience in identifying and investing in companies that meet our criteria.
I am a keen rower and skier. Whilst the latter is a little more seasonal, the former keeps me in relatively good shape throughout the year. I have recently yearned a new interest in reading about history from a financial, political and social point of view.
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A DIY professional to protect our new house from two energetic children.
Investec and its clients have the same financial goals. We provide solutions for all stages in life, whether it is to earn, to protect and grow, to retire, or to pass on assets to the next generation.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.