Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I am a Chartered Wealth Manager with experience in specialist Investment Management. In my role as a Wealth Planner, I aim to assist clients in meeting their financial goals at all stages in their life through the development of a detailed financial plan. The financial plan may include protection planning, retirement planning and estate planning. Using guidance from Investec's in-house research team, the underlying investment portfolios are bespoke in nature, each tailored to target specific objectives. I enjoy working with multiple generations of families, achieving objectives such as providing funds for house deposits for children and grandchildren and preservation of wealth through the mitigation of potential inheritance tax liabilities.
Background/Experience
I hold the Chartered Wealth Manager qualification through the Charted Institute of Securities and Investment. This industry leading qualification ensures I am appropriately qualified to advise on all areas of a client’s financial situation. My professional experience has been complimented by my former employment in the corporate events management industry in both the North-West and Abu Dhabi, as well as having an Economics degree from Newcastle University. I am proud to volunteer as part of the Invest for Success programme, whereby socially and ethnically diverse students from schools across London and Liverpool invest a hypothetical £100,000 portfolio, with a focus on teamwork, communication, analysis and decision making.
My interests
Outside of work, I enjoy all sports, particularly golf where I am a member of Royal Birkdale Golf Club. I also enjoy travel and am at my happiest when spending time in the mountains.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
I'm also an expert in...
The best wild camping spots in the Lake District.
I am proud to work with multiple generations of families meeting many objectives from saving for house deposits for children and grandchildren to mitigating inheritance tax.
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.