I work as part of a team that provide discretionary and advisory management services to private clients, trusts, offshore bonds, charities and personal pension schemes. As well as dealing directly with clients, we work in conjunction with professional intermediaries. My focus is on personal service and really understanding the needs that you have and what you hope to achieve from your Investment. It is only once we understand these details that we can consider how best to structure your investment strategy.
Following the completion of my honours degree at Bournemouth University, I worked in a managerial position within the property sector specialising in developing corporate relationships with significant companies such Persimmon and Taylor Wimpey. In 2014, I was recruited to join Investec Wealth and Investment and shortly after completed my Investment Advice Diploma. I am a Chartered Member of the Chartered Institute of Securities and Investment (MCSI), holding the Level 7 Chartered Wealth Manager qualification.
I enjoy horse riding, cycling, reading and traveling.
My areas of expertise
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Helping private clients with their life goals and investment choices
I'm also an expert in...
Best horse riding spots along the south coast.
It's great we have a such a team approach.