Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I'm an Associate Investment Manager who works closely on a team with two Investment Directors, two Investment Assistants, and an Investment Administrator. I provide the team with research, statistical reporting, and support in the management of relationships with direct clients, IFAs and Financial Mutuals by answering queries regarding portfolio performance, asset allocation, stock selection and more. I specialise in providing Bespoke Portfolio Management for clients, alongside Estate Planning/Inheritance Tax Planning through utilising services such as AIM, Income/Capital Gains Tax Planning and Life-stage Planning. This allows me to provide holistic wealth management solutions to clients, helping them manage their wealth and achieve their goals, whether they be short or long-term.
Background/Experience
I joined Investec Wealth & Investment UK after achieving a First-Class degree in BSc Economics & Finance from Southern Utah University and graduating with a Distinction in MSc Financial Economics from the University of Sheffield. These studies allowed me to develop knowledge on high-level economic and financial theories and how these can be utilised and applied within an investment perspective. Since joining, I've furthered my understanding and competency regarding financial markets, portfolio construction and risk and tax planning by completing the Investment Advice Diploma and continuing to study for the Chartered Wealth Manager qualification through the CISI. Studying alongside working has allowed me to further my qualifications whilst gaining valuable experience in how this knowledge is applied to real-world situations to benefit clients.
My interests
Outside of work, I'm an avid sportsman, having spent four years on a tennis scholarship in the USA and achieving a high ranking of 6 in the UK for juniors. Other interests include watching my hometown football team Sheffield United, walking in the Peak District with my dog, and socialising with friends and family on the weekend.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with your life goals and investment choices
I'm also an expert in...
Telling the linesman at Bramall Lane that he isn't doing his job correctly on the weekend.
The most stand out part of Investec Wealth & Investment UK is the care Investment Managers show for their clients’ personal and financial wellbeing to help deliver optimal returns on their investments and bring financial peace of mind.
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.