I manage discretionary portfolios for individuals, families, trusts and local charities. I head up the Guildford office and sit on the General Management Committee.
I joined the graduate recruitment programme of a predecessor of Investec Wealth & Investment in 1987. Since 2007, I’ve been responsible for developing our Guildford office.
I’m a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).