I work within the Investec Private Office team and I am responsible for advising high net worth individuals and their families on their long-term Wealth Management strategies. I am able to draw upon the vast experience and knowledge of my specialist Financial Planning and Private Banking colleagues to deliver flexible, tailored solutions to my clients across the full spectrum of their financial affairs.
I graduated from the University of Leeds with a degree in Mathematics and joined Investec in the Financial Planning Operations team shortly afterwards. I subsequently qualified as an Investment Manager and transitioned into the Private Office team dedicated to High Net Worth private clients, where I support entrepreneurs and city professionals with their wealth management requirements. Having gained valuable experience in both Financial Planning and Investment Management, I am able to provide our clients with bespoke solutions that are tax-efficient, introducing the correct specialist advisors as appropriate. Qualifications include:
- CII Diploma in Regulated Financial Planning
- CISI Investment Advice Diploma
- CISI Chartered Wealth Manager
Outside from work, I enjoy keeping fit in the gym and watching most sports. Having recently been forced into early retirement from playing Rugby, I now consider myself an (amateur) fair weather cyclist and recently started Brazilian Jiu Jitsu. I also enjoy travelling and experiencing different cultures, predominantly through the native cuisine!
My areas of expertise
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