About me

As an Investment Director, my priority is to meet my clients investment objectives, whether that is growing their wealth or producing an income to support their lifestyle. By understanding their current position, requirements and financial objectives, I can create a tailored investment portfolio that suits their present and future needs. I specialise in managing clients savings and investments, whether they are share portfolios, ISAs, or pensions. To ensure the best possible outcome for my clients I work closely with their financial advisors, solicitors and accountants. I construct and manage bespoke investment strategies, matching clients’ risk profiles and objectives to investment portfolios that will deliver tax efficient, real returns for them over the years.  

Background/Experience

With over a decade of experience in financial services I have formed close relationships with all my clients. I have been with Investec (previously Williams de Broë) since 2008, and having progressed through the Investment Management Diploma when I first entered the industry, I have built my knowledge and expertise over a prolonged period of time.

My financial qualifications include:

  • Chartered Wealth Manager through the CISI 
  • Diploma in Investment Management 
  • 2:1 BA (Hons) History Degree from Reading University  

 

My interests

Away from the office I am a keen sportsman, having played both football and cricket over many years for local teams. With a young family I am now more of a spectator, but I like to think I haven’t ‘hung up my boots’ just yet!

My areas of expertise

Contact me via the form to learn more about....

Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients

Get in touch


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

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Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.

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I'm also an expert in...

Knowing the best glass of red wine for the moment.

Seaguls on beach
James Wallace

I take great pride in providing a high level of service to clients, and looking after their investments on their behalf, so they can focus on what is most important to them

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.