As a senior financial planning director, 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 financial plan that suits their present and future needs. I have a particular focus on pre and post retirement planning strategies and inheritance tax planning options. To ensure the best possible outcome for my clients I work closely with investment managers and Investec’s in-house research team to identify suitable retirement solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.
With over a 30 years of experience in financial services I have formed close relationships with all my clients. Before joining Investec in 2008, I provided financial planning advice at Greig Middleton, Gerrard Investment Management and Barclays Wealth which has helped me built my knowledge and expertise in delivering robust financial plans.
- Chartered Financial Planner through the CII
- Advanced Diploma in Financial Planning
I am married with daughters and enjoy spending time with my family. I like to go hill walking, attend music events and visit new locations on holiday.
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Investec is a client focused business which allows me to provide a personal service which best helps my clients reach their goals and objectives. While having a “can do” style, Investec will never compromise on integrity, we offer high service standards and will go the extra mile. I take great satisfaction in helping my clients achieve financial independence, giving them the time to focus on what is most important to them.