About me

I specialise in working with a wide range of clients including private clients, client of intermediaries and charities to provide a bespoke discretionary portfolio management service. I aim to provide a high quality level of service to our clients and their advisors and ensure that each portfolio is tailored to the individual specific needs of the client, alongside meeting the client's long term objectives. I have an interest in socially responsible investments and I am a Charity Team Representative for the Investec Bristol Office.

Background/Experience

I have completed the Chartered Wealth Management Qualification from the Chartered Institute of Securities and Investment and studying for this qualification has deepened my knowledge and experience to provide a greater and more in depth experience to clients. I have a number of years experience in a client facing and market facing role at Investec that is supported by the qualifications I have completed. Before joining Investec I graduated with a Maths degree from Lancaster University.

My interests

I enjoy a range of sporting activities, playing for and managing a local football team, alongside occupying a regular seat at Ashton Gate stadium as a season ticket holder of the Bristol Bears rugby team. I take an interest in local charities and when time permits, volunteer where I can as well as being open to trustee roles.

My areas of expertise

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