About me
I work along side Chris and the other Investment Managers within the team assisting in the day to day management of client portfolios. This involves putting together performance valuations to send out to clients as well as detailing all the initial information into a report that clients will receive when they join Investec.
Background/Experience
I have recently completed the first exam of my Investment Advice Diploma and am looking to complete this before moving onto my chartered exams.
My interests
Outside of work I enjoy a range of sports including Football, Golf and Skiing. I'm a big United fan and love to go and watch them play on the weekend. Having just bought a house my weekends recently have been spent painting and trying to attempt D.I.Y
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Missing putts and slicing drives on the golf course.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.