Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I work closely with clients, their families and external advisers to help establish, prioritise and achieve their financial objectives using a wide variety of investment and financial planning solutions. I work with wealthy families, entrepreneurs, professionals and financial advisers and can advise at different life stages including wealth accumulation, preservation, retirement planning and inheritance planning.
Background/Experience
I have worked at Investec Wealth & Investment for almost a decade and in that time have completed the Investment Advice Diploma, Chartered Wealth Management Qualification and the CFA Certificate in ESG Investing. Prior to working at Investec I completed an Economics degree at Heriot-Watt University, Edinburgh.
My interests
Outside of work I enjoy spending time with my young family, keeping fit and am an active member at Childwall Golf Club.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
At Investec Wealth & Investment we're fixated on providing a genuinely personal service.
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.