About me
As an Investment Manager, my priority is to help clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I build them tailored but dynamic, tax efficient portfolios that suit their present and future needs. I specialise in providing investment and portfolio management advice for all generations and I manage a wide range of discretionary investment portfolios on behalf of private clients including ISAs, pensions, offshore bonds, Trusts and companies. To ensure the best possible outcome for my clients I work closely with our experienced in-house research team to identify suitable solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over many years.
Background/Experience
With over three decades of advising clients, I have formed long lasting, inter-generational relationships. Before joining Investec in 2014, I carried out similar roles at Barclays Wealth and Lloyds Private Banking where I built my knowledge, expertise and experience in delivering robust portfolios through many economic cycles. I am very lucky to regularly receive client referrals. I am committed to helping others succeed financially and challenge myself to keep learning tirelessly by absorbing information and statistics from as many sources as possible. I also try to pass on the benefit of my experience to up and coming Investment Managers here via a structured mentoring programme. Financial qualifications:
- Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI) and a Chartered Wealth Manager.
- CISI Diploma (Regulation and Compliance, Private Client Advice and Investment Management and Interpretation of Financial Statements).
- CISI Securities Certificate
- CISI Certificate in Derivatives
My interests
I am a proud life-long AFC Bournemouth fan and season ticket holder and played semi professional football. I enjoy most mainstream sports and still play six-a-side football with work colleagues. I am also a local gym member and try to stay as fit as I can.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
- Bespoke portfolio management
- Investing for income
- Securing finances in widowhood
- Tax efficiency in retirement
- Wealth preservation
Helping IFAs with investment management for their clients
Where to find the best park runs in the area.
