Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I manage a wide variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, with a specific focus on Global Direct equity portfolios.
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
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

Combining a modern approach to Investment Management, without sacrificing on personal levels of service.
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.