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.
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
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.
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Here at Investec Wealth it is the depth and breadth of the solutions available that enables me to achieve successful client outcomes, as well as the camaraderie and collaboration of many clever and experienced minds.