My role as an investment manager is to help clients reach their objectives via their investment portfolios, be it helping them to grow their assets, generate an income or anything in between. These portfolios include ISA's, general investment accounts, pensions and other tax friendly vehicles, such as trusts and charities. I take great pleasure in taking clients through the investment journey and ultimately achieving their goals.
I started life in the financial services industry in the field of analytics. This provided an excellent grounding in understanding companies and investments. I later progressed to a portfolio manager where I used these learned skills in selecting the right investments for client portfolios. My current role allows me to combine all the expertise, understanding and knowledge of previous roles to ensure that my clients have the best opportunity of achieving their desired outcomes. I also look after one of the Edinburgh investment teams which I thoroughly enjoy, and I am a Chartered Fellow of the Chartered Institute of Securities and Investments.
I’m married with young children who keep me on my toes. I enjoy participating in hill sports with a passion for the highlands of Scotland and also coaching children's sport in what spare time I have.
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'm also an expert in...
Cycling safely around the streets of Edinburgh.
Investec has created and nurtured an environment that allows me and the team I work with to provide a service which is truly focussed on making sure the client remains at the heart of all the decisions we make.