Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I am responsible for managing bespoke investment portfolios on behalf of private clients, pensions, trusts, charities and companies.
Background/Experience
I joined Sheppards and Chase in 1978 after leaving school and have worked in the private client department since early 1980. After a number of takeovers/mergers the firm's name became Investec and I have been managing portfolios ever since. I originally passed the Stock Exchange exams becoming a member of the London Stock Exchange in 1986. I have also taken and passed further exams as and when required and I am Chartered Member of the Chartered Securities Institute.
My interests
I like to keep fit by running and working out although my main hobby is playing golf. I enjoy watching most sports and enjoy good holidays with family and friends.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with their life goals and investment choices
The best dog walks around Chislehurst.
Although Investec is a sizeable company in the financial world it always feels like you are part of a family when working for them.
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.