My focus is to help my clients identify and achieve their financial objectives. This consists of working with the client to ascertain what their financial goals are and creating an investment strategy that can meet those goals, whether it be providing an income in retirement, concentrating on capital growth for later in life, or anything in-between. I specialise in investment management, working with Investec's comprehensive research team in London and utilising the company's history and experience to construct, maintain and adapt client's investment portfolios. Our investment expertise concentrates on the main asset classes of a portfolio, namely fixed interest bonds, equities, property, and alternative assets.
I have worked for Investec since 2012, having previously worked in the accountancy sector. I have a first class Honours degree in Business, a Masters in Wealth Management and I am a Chartered Wealth Manager, as accredited by the industry body the Chartered Institute for Securities and Investments (CISI). I am also a committee member of the CISI Cotswold Branch.
I enjoy most sports and generally keeping fit. I am a big football fan both watching and playing, and I follow rugby and tennis with interest. I am currently trying to improve my golf game, which can be a slow (and frustrating) process. I am also a bit of a car fanatic.
My areas of expertise
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Helping private clients with their life goals and investment choices
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The best Cotswold villages to spot classic cars!
The most important part of our job is our relationships. Establishing, maintaining, and satisfying our client relationships is the most rewarding part of what we do, and none of that starts from a spreadsheet.