About me

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.

Specialisation

Portfolio Management

Background/Experience

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.

Qualifications

I graduated with a BA in Sociology and Psychology from Exeter University.