About me
My role focuses on managing a broad range of investment portfolios for private clients and I have extensive experience in the management of inheritance tax schemes and pensions. I also work closely with an increasing number of intermediaries providing investment management support to independent financial advisers (IFAs) and solicitors in the area.
Background/Experience
After serving five years in the army, I joined Henderson Crosthwaite’s charity desk in 1995. A switch to private client work was soon followed by an opportunity in the Horsham office where I completed my professional qualifications as Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI). Following the merger with Carr Sheppards our Horsham office consolidated in Reigate where we had a previously established business.
My interests
Skiing and the mountains are my passion, along with cycling to work and running which keeps me going, while gardening offers a peaceful outlet.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
Investec provides a personal, individual, client led bespoke investment management service that results in trusted long term personal relationships with clients.