About me
I have spent my entire career advising wealthy families from a variety of backgrounds on their investments and their wider financial affairs. With qualifications in both investment management and financial advice, I work closely with my experienced team to ensure that our clients enjoy ongoing financial success and security. I also sit on a number of Investec's management committees with a particular focus on sales and marketing.
Background/Experience
Having joined the firm as a law graduate, I have been immersed in advising clients for many years and am a Chartered Wealth Manager. I work within a highly qualified team where our only focus is on delivering the best possible combination of investment performance and sound financial advice to individuals, families and their related corporate and trust structures. We collaborate regularly with other professional advisers in the achievement our clients' goals.
My interests
I'm proud of my Yorkshire roots but have made my home in the Essex countryside with my family. We enjoy travel, numerous sporting activities and long walks with our dogs.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
I'm also an expert in...
How to remove mud from sports equipment, dogs and kids.
Investec empowers our team to think creatively to deliver the best of our organisation to each of our clients.