My priority is to design and manage suitable investment portfolios to match my clients' risk profiles and objectives. I help them build an investment solution which takes into account their current position and financial goals and will best suit their present and future needs. I work in partnership with financial planners who specialise in providing advice regarding pension options, retirement planning and inheritance tax planning. In addition, I lead a team of six investment and administrative staff who all assist clients in achieving their objectives.
With close to three decades of experience in investment management, I have helped clients navigate the peaks and troughs of the stock market. This has enabled me to build trust and establish long term relationships with clients and future generations. I am a Chartered Fellow of the Chartered Institute for securities & Investment, and I hold a BA (Hons) degree in Business Studies.
I am a keen golfer playing in St Andrews and East Lothian. I also enjoy playing tennis, skiing, keeping fit and watching football.
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I have the autonomy and resources at Investec to design and manage the most appropriate investment solutions for my clients' needs.