Senior Investment Director
I am one of the senior investment directors in the Leeds office where I work closely in conjunction with a small team. Our aim is simple, to create longstanding relationships with our clients through friendly and high levels of service, designing, monitoring and reviewing investment portfolios that seek cost and risk adjusted returns, whilst also being mindful of tax efficiency. We achieve this by embracing the powerful research capability of our business and the wider market, in a forward-looking manner that is highly cognisant of the world that surrounds us.
I graduated from Leeds University in 2009 with a BA Hons in International History and Politics. Since joining Investec in 2010, I have completed the Level 7 Masters in Wealth Management qualification, which is the highest level of qualification available within our industry, and I am also a Fellow of Chartered Institute of Securities and Investment.
I am a proud adopted Yorkshireman having initially been brought up in the Cotswolds. I enjoy playing golf and tennis in my new hometown of Ilkley and supporting the smallest village team in League football, Forest Green Rovers, from where I was brought up.
My areas of expertise
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Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
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Enjoying the best ales in the Dales following a good walk.
I am proud to work for a business that has a long-standing and well-regarded history and reputation, which also embraces the present and future, whilst always placing our clients at the forefront of everything that we do.