About me
My focus is understanding the complexities, and finding solutions for HNWs, entrepreneurs and business owners. I help with planning for clients going through potential business exits, and work with M&A advisors to assist where necessary. I manage assets on behalf of UK & International private individuals, financial advisors, trusts, corporates and personal pension schemes.
Background/Experience
I am a Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI) & Chartered Wealth Manager. I graduated from the University of Aberdeen with an MA Honours Degree and went on to complete a Masters at Napier University in Edinburgh.
My interests
I enjoy golf, cycling and wine.
My areas of expertise
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Helping private clients with their life goals and investment choices
Investec has the resources and flexibility to cut through complexity and deliver bespoke solutions for our clients.