About me
I am a member of the team that manages the IW&I AIM IHT Portfolio Plan for clients.
Specialisation
AIM IHT Portfolio Plan
Background/Experience
After beginning my career in 1987 at Greenwell Montagu Stockbrokers, a subsidiary of HSBC Group, I joined Brewin Dolphin Securities in 1995 and launched its Reinvestment Relief Portfolio Service. In 2005, I moved to Williams de Broë (now Investec Wealth & Investment) as an investment director.
Qualifications
I am a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).
My interests
I’m a keen racing cyclist and regularly compete in road and circuit races in Belgium, France and the UK.