I am responsible for managing investment portfolios for private clients, trusts, corporate clients, pensions and charities. I work closely with each client to build a tailored investment plan, based on their unique requirements and financial objectives, which will ultimately help them achieve their long term financial goals. By also working with both our financial planning team and in-house research team I am able to meet my clients' diverse financial requirements, matching their risk profiles and objectives to investment portfolios that will deliver for them both now and in the future. Where necessary, I have also forged strong relationships with legal and accountancy professionals, to provide investment solutions and tax efficient succession planning to the next generation.
I have over two decades of experience in wealth management, forming close relationships with all my clients over this time. Before joining Investec in 2019, I held senior positions with two Belfast based wealth management firms. I am a Past President of the Chartered Institute for Securities & Investments in Northern Ireland (2017 – 2019) and remain a member of the Northern Ireland Board. In addition, I am a Chartered Fellow of The Chartered Institute for Securities & Investments, and hold a BSc in Economics and an MSc in Finance.
I am Director and Honorary Treasurer of a large Northern Ireland based charity, as well as holding a variety of trustee appointments for local charitable trusts. In my free time I enjoy skiing, the arts, dining with friends and charity work.
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I am delighted to be part of the Investec team as it is one of the strongest names in the wealth management industry. I take great pride in providing my clients with a first class service, backed up with the resources of a modern, forward thinking and dynamic firm.