About me
I’m the director in charge of our Sheffield office, responsible for managing significant funds for Investec Wealth & Investment’s clients. As well as managing investments on behalf of individuals and trustees, I look after a number of large charity and pension fund clients. With my colleagues, I’ve also built the Sheffield office’s successful provision of services to independent financial advisers (IFAs) in the region. I firmly believe in establishing a strong relationship with my clients and make sure all clients are introduced to the other members of my team to ensure their needs can be met at all times.
Background/Experience
I’ve spent my entire career in investment management and have been part of the Sheffield team since 1998. I’ve built my client bank by providing high-quality timely investment advice and strategy, leading to many clients recommending us to family and friends.
Qualifications
I’m a Chartered Fellow of the Chartered Institute for Securities and Investment and hold a BA Hons in Business Management.
My interests
I live in Dore with my wife and two small children. My main interest, Formula 1, has been overtaken by trips to the park and playing in the garden with my children. I also enjoy socialising with friends, along with the odd glass of wine.