About me
I manage discretionary portfolios on behalf of private clients, trusts and charities. I am also experienced in managing personal pension schemes and company funds.
Background/Experience
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.
My interests
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....
Helping private clients with their life goals and investment choices
Herding three year old twins along coastal paths...
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.