About me
I manage a wide variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, working alongside Senior Investment Managers within the office.
Background/Experience
I have an Honours degree from Bournemouth University. I am a Chartered Fellow of the Chartered Institute of Securities and Investment (FCSI), holding the Level 7 Chartered Wealth Manager qualification. I joined Investec Wealth & Investment in 2019 after five years at Brewin Dolphin, where I set up and ran their Portfolio Management team and looked after a wide variety of private clients.
My interests
When not in the office I enjoy keeping fit and active at the gym, playing golf and spending time with family.
My areas of expertise
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Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
Combining a modern approach to Investment Management, without sacrificing on personal levels of service.