My priority is assisting clients in meeting the objectives set for their portfolios, whilst keeping the volatility of their investments at a level that they are comfortable with. I aim to keep clients assured that they will have the funds they need available when they require it, by building a good relationship and understanding their financial circumstances. I work with private clients, IFA’s and trustees, managing a wide range of portfolios including general investment accounts, ISA’s, SIPP’s, offshore bonds and trusts. I work in a large team in the London office where, over time, we have developed a disciplined investment process that provides a solid foundation for a bespoke offering to clients.
I started work at Rensburg in 2005, where I joined a small team of investment managers, many of who I still work closely with now. Shortly after, Rensburg merged with Carr Sheppards to become Rensburg Sheppards, before being acquired by Investec in 2011. Having worked with a number of clients for my whole career, I have formed good relationships and still enjoy establishing new ones. Before joining Rensburg I read Economics at the University of Southampton and in the early years of my career, attained the Advanced Diploma in Financial Planning. I am currently studying for the Investment Advice Diploma so that I can increase the range of services that I offer clients, to include more holistic advice on their wealth as well as managing their investments. I am committed to maintaining an up-to-date knowledge of the industry and developments in markets through various channels, including attending relevant conferences and completing online training.
Outside of work I enjoy running and keeping fit, as well as spending time with my young family.
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I enjoy being able to truly offer a bespoke service, whilst being given the guidance and support to do this in away that ensures we are doing what is right for our clients.