About me
I manage investment portfolios working alongside Scott Jones, Will Thomas and Alistair Cannings, as well as liaising directly with clients and advisers. As a team, we manage discretionary portfolios on behalf of private clients, trusts, company pension schemes and charities. Through working with our clients, we look to create and manage bespoke portfolios which meet their needs and objectives. Our approach is always to ensure we can provide a truly personal service and become trusted advisers.
Background/Experience
I hold a First Class Honours degree from the University of Southampton and joined Investec Wealth & Investment in 2017. I am currently a Chartered Member of the Securities and Investment Institute (Chartered MCSI). During my time with the firm, I have completed the CISI Investment Advice Diploma and the Chartered Wealth Manager Qualification.
My interests
Outside of work, I am a keen musician and enjoy performing in big bands. I am also a keen cyclist, swimmer and enjoy making the most of living near the sea with coastal walks.
My areas of expertise
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Helping private clients with their life goals and investment choices
I believe the combination of a leading research department, together with a specialist Investment Manager, offers our clients the ability to achieve consistently strong investment performance which is personally delivered.