About me
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 am the Head of our Edinburgh Office.
Background/Experience
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.
My interests
I am a keen golfer playing in St Andrews and East Lothian. I also enjoy playing tennis, skiing, keeping fit and watching football.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Where to find the best fish and chips in St Andrews.
I have the autonomy and resources at Investec to design and manage the most appropriate investment solutions for my clients' needs.