I manage discretionary portfolios on behalf of private clients, trusts and charities. I am also experienced in managing personal pension schemes and company funds.
I am proud to be a Chartered Member of the Securities Institute for Securities and Investment (Chartered FCSI) and also hold the Institute's CISI Masters in Wealth Management. I am also an Affiliated Member of Society of Trust and Estate Practitioners (STEP) having obtained the STEP certificate for Financial Services.
I love spending my free time with my young family. I am also a keen cyclist and enjoy running, exploring the beautiful local area by foot. Occasionally, I manage to squeeze in a bit of yoga!
My areas of expertise
Contact me via the form to learn more about....
I'm also an expert in...
Herding three year old twins along coastal paths...
Investec provides the framework for me to support and advise my clients with their finances, throughout the ever-changing stages of life.