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.
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.
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
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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.