I manage a broad range of portfolios for individuals, families and charities. My particular focus is on managing personal assets, Self-Invested Pension Plans/pension assets, family trusts and Inheritance tax planning wrappers.
After graduating in 1982, I joined Akroyd & Smithers as a market maker, gaining valuable experience in the equity and fixed interest markets. In 1989, I joined stockbrokers WI Carr and have remained with Investec ever since it acquired the company in 1997.
I graduated with a BA in Sociology and Psychology from Exeter University.
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.