About me
My first objective is to fully understand each client's current lifestyle and financial goals, in order to manage a bespoke portfolio specifically tailored to meet their individual requirements. I invest directly into companies in the UK and overseas as I believe this provides a greater level of diversification and access to a wider range of investment opportunities. In addition, I work closely with financial advisors and private bank colleagues to ensure my clients have access to expert advice across the full spectrum of their financial affairs.
Background/Experience
The first eight years of my career were spent looking after a broad range of international and advisory clients. In 2018 I switched to predominantly look after discretionary UK resident clients. The experience I gained in the international and advisory spheres has provide me with experience to service a broad range of client requirements and formulate a more internationally minded investment approach.
Qualifications include:
- Investment Management Certificate
- CISI Investment Advice Diploma
- CISI Wealth Management Masters
My interests
I have young sons and enjoy a range of activities with them. I am an out and out sports enthusiast and will watch or play any sport as time allows. I play rugby for Richmond and am also a keen golfer.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
- Bespoke portfolio management
- International investment management
- Passing on wealth
- Receiving an inheritance
Helping IFAs with investment management for their clients
Looking for lost golf balls.
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.