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.
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.