Working with private clients, trusts, charities and clients of intermediaries my role is to develop an investment solution that meets the client's financial objectives whilst maintaining a level of risk the client is comfortable with. I facilitate the implementation of the portfolio and manage the ongoing relationship, ensuring the portfolio is always aligned with the needs of the client.
I hold the Private Client Investment Management and Advice qualification from the Chartered Institute of Securities and Investment and I am also pursuing further industry qualifications. I have several years’ experience in a client facing role with Investec as well as five years’ experience in the settlements department. I graduated from Liverpool John Moores University with a degree in Quantity Surveying.
I am a keen sportsman and play cricket and golf. I like to watch rugby getting to both local and professional games when I can.
My areas of expertise
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Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Redeveloping the landscape of Bristol Golf courses using just my clubs.
We are encouraged to create bespoke investment solutions and devote time to our clients, this is only possible through the support received from out strong research department and investment processes. Investec as a firm offer clients a suite of services to meet their financial objectives through both the Wealth and Private Banking sides of the business.