I work closely with my clients and their advisers to deliver tailored investment portfolios, managing a range of family, pension, offshore and trust investment portfolios.
I joined Investec as an investment director in January 2014, having previously worked for Barclays Wealth (Gerrard Investment Management). As well as having extensive experience looking after a range of clients, I’m also a Chartered Member of the Securities Institute and SII Diploma-qualified. I also hold a First Class Hons degree in Business Finance from the University of Durham.
I have young boys to look after at home which keeps me very busy and active. When I get the chance I enjoy running and have previously completed the Great North Run and the Royal Parks Half Marathon.
My areas of expertise
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Clients really are at the heart of everything we do and I appreciate the ability we have to offer all clients a completely bespoke service.