About me
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.
Background/Experience
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.
My interests
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.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with their life goals and investment choices
I'm also an expert in...
Where to find the best French Martini in Glasgow.
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.