About me
I manage investments on behalf of private clients, trusts, charities and institutions. By working closely with my clients and their advisers, I structure their portfolios to ensure they achieve their long term investment objectives. I specialise in bespoke portfolio management, with a particular focus on ethical portfolios, and I am a member of the Investec ESG Model Portfolio Group.
Background/Experience
I am a Chartered Wealth Manager and Fellow of the Chartered Institute of Securities & Investment. I have over a decade of experience in investment management, having worked Barclays Wealth and Toronto Dominion Bank.
My interests
I have a young family to keep me busy, but when I get a spare moment I can be found cycling in the Kent countryside or on the golf course.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with their life goals and investment choices
- Bespoke portfolio management
- Ethical Investing
- Investing for income
- Investing for your children's future
- Wealth preservation
Helping IFAs with investment management for their clients
Growing my own fruit and vegetables!
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.