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.
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.
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.