Senior Investment Director
My focus is to establish a plan with my clients that works towards achieving their financial goals, through developing a personal and long-term relationship and understanding their current and future financial objectives. I have a passion for investment markets and portfolio construction and I am currently a voting member of Investec's global sector view group and UK stock selection committee. By working closely with Investec’s in-house research team I am able to identify suitable investments for my clients’ tailored investment portfolios. I also work closely with financial planners and other professional advisors to provide the best possible wealth planning and retirement solutions that will deliver for them.
I have over a decade of experience in financial services and I am a Chartered Wealth Manager (FCSI). After graduating with a First Class degree in Economics and an interest in investment markets, I joined Investec’s Leeds office where I managed an array of discretionary investment portfolios on behalf of private clients, charities and corporates. I then moved to join Barclays Global Private Bank in Canary Wharf, London. A few years later, I returned to Investec this time to the Guildford office to join a very stable and well established team, where I have continued to build my knowledge and expertise in managing bespoke investment portfolios to help meet my clients financial goals.
I love spending time with my children and family. When not out on adventures with them, I enjoy cooking, keeping fit and trying to improve my golf swing and tennis serve. At home, I can often be found outside trying to perfect my ‘low and slow’ BBQ cooking.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with their life goals and investment choices-
Helping IFAs with investment management for their clients
I'm also an expert in...
Country walks and dog-friendly pubs in Surrey.
Everything we do at Investec is with individual clients in mind, the whole organisation is focused on delivering a fantastic personal service to each and every client.