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 there is a steep learning curve to get into a position to offer advice to clients, the military taught me a lot about the importance of relationships. On the surface, leading Marines and providing investment advice look very different, but fundamentally they both come down to building trust and engendering confidence, whether in your decisions as a military Officer, or with a client's hard-earned wealth. I am in the process of gaining the necessary qualifications and experience 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.
My interests
As a native Devonian I love surfing or being out on the water, although opportunities for these are hard to come by in Greater Manchester. I'm also a big Rugby Union fan, still just about managing to enjoy playing on the weekend. However with the recent arrival of our first-born, I fear my hobbies outside of work are going to be fairly limited for the foreseeable future.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
I believe Investec's extensive research department is what makes us stand out, ensuring clients benefit from both a broad and deep expertise to ensure they are getting the most out of their portfolio.