I am responsible for developing new business and maintaining relationships with existing clients and introducers of clients. My client book comprises of individuals, pensions, IHT solutions and Trusts.
I have worked in financial services for over three decades, working in a number of roles which allowed me to build my experience as an investment manager. I am level 6 qualified having completed my PCIAM in February 2011 and today a Chartered Wealth Manager with CISI.
Outside of work I enjoy regular spin classes and like to travel and holiday in different countries to get a taste of new experiences and cultures. I enjoy socialising with my friends and family.
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What sets Investec ahead of competitors is our people. We have a strong and proactive settlement centre with individuals who are established and experienced, and an outstanding in-house research department with career analysts. I provide my clients with a clear and 'jargon free' approach to ensure they fully understand and are comfortable with all decisions. Most importantly, I am committed to helping others succeed financially and achieve their financial goals.
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.