About me
I build and manage portfolios for private clients, trusts, companies and charities.
Background/Experience
My career has included spells with Coutts, where I was one of the founding managers of their Guildford office, and also Kleinwort Benson Private Bank, where I was a senior member of the regional team. I have professional qualifications through the Securities Institute as well as being an Associate of the Chartered Institute of Bankers.
My interests
I do voluntary work within the education sector assisting schools in becoming academies. In my spare time I enjoy cycling/spinning and walking in all four corners of the UK.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with your life goals and investment choices
- Bespoke portfolio management
- Gifting to family
- Investing for income
- Passing on wealth
- Portfolio investing
- Receiving an inheritance
- Wealth preservation
Helping IFAs with investment management for their clients
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.