Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I provide comprehensive and holistic Financial Planning advice to private clients, specialising in retirement planning, pensions, cashflow planning, tax-efficient investing and estate planning. Understanding my client’s long-term financial aspirations as well as their current circumstances, is very important to me as from this, I am then able to construct a bespoke financial plan that will allow them to achieve their goals. I believe in simplicity and my aim is to always ensure my clients truly understand everything we discuss and further recommend.
Background/Experience
I have worked in Financial Services for over 10 years in various roles. Before becoming a Financial Planner I worked in a technical role which provided me with a vast range of technical expertise and a thorough understanding of the financial services industry. This allows me to provide clients the highest level of advice and guidance in my role as a Financial Planner. I am a member of the Chartered Institute for Securities and Investments and also hold a Level 6 Advanced Diploma in Financial Planning.
My interests
I have two young children who keep me very busy when I am not in work. When I do get some rare time to relax, I like to try out new restaurants, read a good book and when I can, I love to travel and visit new places. My son, Joshua has recently been diagnosed with Autism at age 4, and so I have developed a keen interest in learning about Autism, Neurodiversity in general and how as a society we can be more inclusive - It has become a subject very close to my heart!
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with their life goals and investment choices
I'm also an expert in...
Making "the best" Lasanga (according to my friends...)!
The relationships we hold with our clients are built on trust. Our trustworthiness and commitment to each one of our clients, leads to loyal long-lasting relationships that would be hard to beat.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.