About me

I work closely with the financial planning team, putting in place tax-efficient structures for clients, in which their investment portfolios can be managed. I also work with our intermediary team, helping financial advisers to improve the efficiency of their businesses through our discretionary fund management service.

Specialisation

Investment Management

Background/Experience

I’ve worked in the industry since 2000. Before joining Rensburg Sheppards (now Investec Wealth & Investment) in July 2002, I worked for two years as a discretionary fund manager with Brewin Dolphin.