About me
I provide unique discretionary investment management solutions for individual private clients, and focus on developing long-term relationships in order to meet their financial goals. I have extensive knowledge and experience specifically covering pension arrangements, IHT solutions, charities and trusts.
Background/Experience
Since starting my career in 1992, I have experienced all roles of investment management ranging from clerk to dealer, through to my current position. I am a Chartered Fellow of the Chartered Institute for Securities & Investment, and I have worked exclusively in Glasgow over the years. I joined Investec in 2007 where I have seen the office evolve to its current format.
My interests
I am a keen sportsman, willing to try all sports, and I am slowly developing my triathlon skills. My passion, after my wife and son, is skiing and I am a qualified skiing instructor.
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
Everybody invests to achieve a different outcome and only when you build an investment relationship, can you create that unique portfolio.