About me
My priority is to help my clients and IFA partners' clients achieve the best returns on their investments by constructing a portfolio to meet their current position, requirements and financial objectives. This is achieved by working closely in conjunction with our IFA partners. I specialise in portfolio construction for clients prior to retirement, post retirement and in managing IHT related portfolios designed to reduce inheritance tax liabilities. To ensure the best possible outcome for clients I work closely with our extensive in-house research team to identify suitable investments, matching clients’ risk profiles and objectives to investment portfolios that aim to deliver excellent growth over the longer term.
Background/Experience
I have spent well over two decades in my current role with Investec. In addition to my experience, I am a fully qualified independent financial adviser and Fellow of the Securities Institute, as well as being authorised to deal in traded options. I also hold an Honours degree in Mathematics from Strathclyde University.
My interests
I like most sports as long as they are competitive.
My areas of expertise
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Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
I take great satisfaction in helping my clients achieve financial independence, giving them the time to focus on what is most important to them.