I look after wealthy families and individuals who are looking to have their financial affairs covered in a holistic way. I work closely with their advisers from a planning, legal and accounting perspective, to ensure that all financial angles are covered once the discussions around long term structuring have been agreed. I am also able to access broader banking and business solutions for clients using the breadth of services provided elsewhere within Investec.
I am a Chartered Fellow of the Chartered Institute of Securities and Investment. This allows me to work with clients on tailoring investment management solutions for them on a bespoke basis.
Alongside my young children, sport is a key focus for me. I am a keen cyclist and regularly take part in long distance rides in my spare time. I am also an enthusiastic cricketer and squash player.
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At Investec our approach to clients is one that is flexible enough to build a bespoke group of services around each and every client or family.
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.