As a wealth manager, my priority is to help my clients achieve their financial goals. By understanding their current financial situation, requirements and their financial objectives, this enables me to assist them in building a bespoke portfolio that is suitable for both their present and future needs. I specialise in managing a wide range of private client portfolio's, trusts, charities, pension funds and offshore bonds. To ensure the best possible outcome for my clients, I work closely with Investec's in-house research team and financial planner's to identify suitable solutions which reflect clients' risk profiles and objectives.
I have the benefit of several decades of working in the industry, having previously worked for two other firms, Harris Allday Lea & Brooks (now known as EFG) and Barclays Wealth, before moving to Williams De Broe in 2008 (now Investec). My long career in wealth management has enabled me to build up extensive knowledge and experience which I have applied to the management of my client portfolio's and the service which I provide them. I hold the Chartered Institute for Securities and Investment (CISI) Diploma, and I am a Chartered Fellow of the Institute for Securities and Investment (CISI).
I enjoy fine dining, exotic holidays and reading crime novels. I am also a keen gardener with roses being my passion having amassed a large collection over the years.
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