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.
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Best horse riding spots along the south coast.
It's great we have a such a team approach.
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.