My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored investment strategy that suits their present and future needs. To ensure the best possible outcome for my clients I work closely with Investec’s in-house research team to seek the best returns on clients' capital, matching their risk profiles and objectives to investment portfolios that will deliver for them over the years. I act for individuals, companies, pension funds, charities and friendly societies.
With over twenty years' experience in financial services I have formed close relationships with all my clients. I originally joined BWD Rensburg which became part of Investec in 2010.
- Chartered Fellow of the Chartered Institute for Securities and Investment
- Diploma of the Personal Finance Society
I enjoy travel, visiting ancient sites, wildlife, and walking in the UK and overseas.
My areas of expertise
Contact me via the form to learn more about....
I'm also an expert in...
Where to walk in the Yorkshire Dales that ends in a pub.
I aim to give clients the best possible service and by handling the day to day investment decisions this allows them the time to focus on what is most important to them.