About me
My role is to look after the investments of our clients, aiming to deliver investment expertise and high levels of client service.
Background/Experience
I am a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). Between 2017 and 2022 I was the Director responsible for the Birmingham Office of Investec. Since 2022 my focus has been working with clients and meeting their financial objectives. I am a people person and enjoy daily contact with our clients and our Team in the Birmingham office.
I hold the Chartered Institute for Securities and Investment (CISI) Diploma, and I’m a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).
My interests
I spend as much time as possible outdoors. With two teenage children, a lot of that time is spent on the side of sports pitches. I try to get involved too - either coaching cricket or trying to resurrect an ageing hockey career - not good for the knees!
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with life goals and investment choices
Helping financial advisers with with investing for their clients
The Investec Wealth & Investment (UK) offering is set up to provide our clients with the most appropriate service 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.