About me
I provide investment focussed support to Investment Managers to deliver a bespoke investment management service for clients and their advisers. My team manage multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios.
Background/Experience
I joined Investec in 2015, after graduating with a degree in Accounting and Finance. I am an Associate member of the Chartered Institute for Securities and Investments after completing the Investment Advice Diploma (Level 4). I am currently studying towards gaining my Chartered Wealth Manager Qualification (Level 7).
My interests
I enjoy playing football and I am an avid Manchester United supporter. I like to keep myself fit by going to the gym during the week. I also enjoy travelling to new countries and experiencing new cultures.
My areas of expertise
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Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
Our aim is is to manage clients’ wealth in an efficient, professional and bespoke manner, combining this with a high level of personal service.