About me
When managing our clients' wealth, I am a firm believer that investment is best done by investment in companies that have strong brands, long track records of compounding growth, income and proven management. In this process of investment I also focus on reducing tax and planning for the future, including retirement income, gifts to the next generation or charitable giving.
Background/Experience
I have been advising clients on their wealth and investments for most of my professional career, with the majority of this time being spent in London. During my career I have studied the best investors in the world and this always starts with Warren Buffet. Firstly I aim to understand their investment process, but also why they have made the investment selection, in order to replicate the thinking and apply the process, not just copy the decision. I am a Chartered Member of CISI, and a fully qualified Technical Analyst.
My interests
During my spare time I enjoy sailing, running, tennis, skiing and bridge, as well as a love of watching live sports. My children keep me fairly busy most weekends, taking part in rugby, tennis and hockey.
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
Investec offer an approach that allows individuals to think clearly, concisely about Investment and to achieving excellent returns to clients, this philosophy is based on excellent research and experience, to allow thoughtful decision making and inspire change in all our futures.