About me
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.
Background/Experience
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.
My interests
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.
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...
The best routes on Zwift when on your turbo trainer.
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.