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
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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.