About me
I provide comprehensive financial planning advice to individuals and their families, particularly focusing on creating long-term strategies for career professionals, entrepreneurs and those with more complex affairs. Advising across a broad range of areas, I help private clients to structure all aspects of their finances, including investment advice, retirement, protection and intergenerational planning, with a particular interest in financial forecasting to aid key milestone decisions.
Background/Experience
Before joining Investec in 2018, I started my career with Citibank, and worked most recently as a wealth planner at the independent wealth management practice Stonehage Fleming (formerly Fleming Family & Partners Wealth Planning), where I provided integrated financial planning and investment advisory services to wealthy and aspiring individuals and their families.
Qualifications include:
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- Investment Management Certificate
My Interests
I am married with young children and when I am not juggling family commitments I enjoy learning the piano, playing golf and spending time outside in our garden.
My areas of expertise
Contact me via the form above to learn more about...
Helping private clients with their life goals and investment choices
I'm also an expert in...
The best sloe gin and elderflower liqueur in Hampshire.
There is a wide range of experience and services within Investec, which allows us to help all of the clients that we work with. My own particular interests and expertise are in working with clients to create and implement robust financial plans which will help them to achieve financial independence and enjoy their lives without worrying about money.