As part of our experienced team of investment specialists in the Leeds office, I provide portfolio management services to private individuals as well as to trustee and corporate clients. As a crucial part of my role, I seek to help clients find tailored solutions to meet their specific investment objectives in a way that also best reflects their personal appetite for risk. To achieve this, I work closely with our in-house financial planning team as well as with other professional advisers, such as IFAs, lawyers and accountants, to develop and implement tax-efficient strategies for our clients. Where appropriate, this includes family trusts, inheritance tax and pension planning.
With an interest in finance and economics, I studied finance at university and then pursued a career in financial services, with previous roles at NatWest and Redmayne Bentley before joining Investec. With great confidence in our client service offering, I’ve now been with Investec for over two decades, forming close and lasting relationships with my clients over that time. As well as holding a degree in finance, I am also a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI) having completed the Securities Diploma and maintaining relevant continuing professional development. The Institute’s world-renowned qualifications are designed to help practitioners, like myself, meet the requirements of markets and regulators, and to achieve core competence in the service we provide to our clients.
In my spare time, if I am not in the kitchen taking photos of my latest culinary attempts, I enjoy life outside doing activities such as walking, cycling and fishing. As someone who appreciates the fun and shared knowledge that comes from embracing diversity, my greatest passion has to be foreign travel and I have been privileged to travel extensively, including to some more remote places.
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