About me
I have over 20 years of experience in private wealth management and as a Senior Investment Manager in the Investec Private Office. I work with high net worth clients and their advisers to help manage their complex wealth needs.
Background/Experience
After graduating with a degree in Financial Services, I gained valuable experience as a Financial Planner at Charcol, an Investment Manager at Teather & Greenwood and I cemented my foundation in wealth management at JP Morgan Private Bank. On the Strategic Partnerships Team at UBS Wealth Management I was responsible for developing relationships with high end financial planning firms and their clients, before moving to Investec in 2015. I am a Chartered Member of the Chartered Institute of Securities & Investment.
My interests
I am happily married and have three sport mad sons. Away from the office I enjoy running, watching my sons play sport and supporting my team, AFC Wimbledon.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
We put clients at the heart of everything that we do.