I invest on a bespoke basis for individuals, pension funds, charities, trusts and clients of financial advisers, seeking the best and most tax-efficient returns on capital at all times. One of my aims is to help my clients understand the process I undertake to look after their wealth, which creates relationships built on long-term trust. Firstly, a bespoke investment strategy is created based on a client's unique requirements including their personal circumstances, objectives, knowledge, experience and attitude to risk. Secondly, the level of income or capital growth which could be potentially achieved will depend on how much risk the client is prepared to take and how well markets perform. The right strategy will balance potential risks with potential return. Whatever the clients investment objectives, the greater the return that is sought, the more risk is taken.
With almost two decades of experience as an investment manager I have formed close relationships with all my clients. Before joining Investec (formerly Rensburg) in 2004, I worked for Barclays Stockbrokers, eventually moving from London to Leeds. I am a Chartered Wealth Manager, Fellow of the Chartered Securities Institute as well as a trained Financial Planner.
My qualifications include:
- Securities Institute Diploma
- Chartered FCIS
- Advanced Financial Planning Certificate (AFPC) with Distinction
- Chartered Financial Analyst (CFA) Paper
- Investment Management Certificae (IMC).
Outside of work I am a busy dad of young boys. I enjoy spending time with my family as well as supporting Tottenham Hotspur.
My areas of expertise
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I offer my clients an investment management service of the highest possible standard, delivered with expertise and integrity, giving them peace of mind to focus on what is most important to them.