Over the past 2 decades, the most important thing I have learnt is the importance of really understanding my clients' objectives and ultimately, what they are trying to achieve. As a financial planner, it is my job to help clients achieve those goals.
Since joining the industry in 2005, I have amassed a wealth of expertise and knowledge, with the majority of my career spent working with high-net worth clients. I have worked in smaller Independent Financial Advisory firms and another large, national, Wealth Management firm and believe this has helped me be able to forge relationships with all different types of clients and personalities.
I have a wife, who interestingly, also works for Investec(!) and a young son. I enjoy spending family time, especially on holidays and I am also a keen golfer, although I have much less time available for golf now! I may work in the Manchester office but I am an Evertonian and have become accustomed to disappointment most weekends.
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Quite simply, Investec truly cares about our clients.