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
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