My priority is to help my clients achieve their investment goals by understanding their current position, requirements and financial objectives, in order to help them build a bespoke Investment Portfolio which suits their present and future needs. While I am based in our Edinburgh Office, I have clients across the whole of the UK and travel widely to ensure strong client relationships built on mutual trust. I mostly specialise in providing investment advice for the older generation via SIPP's, ISA's, taxable and offshore bond portfolio's, and manage a diverse range of trust's on behalf of many families. In addition, I also provide bespoke charity portfolio management to trustees across the UK. To ensure the best possible outcome for my clients I work closely with financial planners and utilise Investec’s own in-house research team to identify suitable investment solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.
After beginning my career with Bank of Scotland in 1997, I joined their portfolio management department in 2001. I moved to Investec in 2009 with a number of my colleagues and we retain the team-based ethos for clients which has served us well for many decades. I’m a Chartered Fellow of the Chartered Institute of Securities and Investment (CISI) and a Chartered Wealth Manager, as well as a Member of the Chartered Institute of Bankers in Scotland. In addition, I hold the Investment Management Certificate and the CISI Statement of Professional Standing under the Financial Conduct Authority's Retail Distribution Review. All of this provides me with a rounded knowledge to ensure I achieve the best outcomes for clients.
I have had a passion for the stock market from an early age and I can often be found researching small AIM oil and gas shares at the weekend. I also enjoy reading crime fiction and spending time with my niece and nephews. My strongest pleasure is enjoying great food and wine across the globe and I have dined in some of the best restaurants in the world.
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I love spending time getting to know clients and what makes them unique. I then incorporate that, via the flexibility of the Investec process, into an investment solution that is right for them.