About me
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 specialise in providing holistic financial planning advice and solutions to high net worth clients, with a strong focus on meeting our clients’ individual goals and objectives.
Background/Experience
Chartered Financial Planner Fellow of The Personal Finance Society.
My interests
I am married with a young son and enjoy football, golf and travelling.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with your life goals and investment choices
Convincing myself I will be better at golf next weekend than I was last weekend...
Quite simply, Investec truly cares about our clients.
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.