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
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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.
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.