I am a member of the team that manages the IW&I AIM IHT Portfolio Plan for clients.
AIM IHT Portfolio Plan
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.
I am a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).