About me
I work alongside James Wallace, John Wilkinson and Simon Powell-Jones managing investment portfolios for a wide range of Direct and Financial Adviser clients including High-Net-worth individuals, Charities, Pensions, Offshore-Bonds, Trusts and Corporate accounts.
Background/Experience
I graduated from the University of Winchester in 2014 with a degree in BA Hons in Business Management with Marketing. I have been with Investec Wealth & Investment since leaving university as part of the IFA Sales team before moving to my current role in 2022. I am currently studying towards Level 4 Investment Advice Diploma.
My interests
I moved to Devon at the end of 2020 and love exploring the local area for countryside walks with my fiancée Sarah and springer spaniel Otto. I am an avid sports fan, with a particular following in cricket, golf and Tottenham Hotspur. I am a member of my local golf club (Honiton), so most weekends you’ll most likely catch me on the course or at the 19th hole.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Knowing the best cider in Devon.
Putting a client’s needs before anything else and being able to offer a solution, which is truly bespoke to them.