About me
I am in the process of gaining the necessary qualifications and experience in order to be able to provide investment advice to clients in the future. I am currently studying for the Investment Advice Diploma which will be followed by the Chartered Wealth Manager qualification.
Background/Experience
I joined Investec in January 2020 after an eight year career as an Officer in the Royal Marines. Whilst at first glance leading Marines and managing investments look very different, fundamentally they both come down to building trust and engendering confidence - whether in your decisions as a military leader or with a client's hard-earned wealth. I have since achieved the CISI Chartered Wealth Manager qualification and am a member of the Chartered Institute for Securities and Investment.
My interests
As a native Devonian I love surfing and being out on the water, although opportunities for these are hard to come by in Greater Manchester. However having the Lake District on our doorstep is pretty good compensation for this and I try to get out on the hills whenever possible with my young family in tow.
My areas of expertise
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Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
I believe Investec combines the best of both worlds; a personal relationship with an Investment Manager providing a bespoke active management service, and who is backed up by the extensive research resources available to a trusted FTSE 250 institution.