I provide advice for high-net-worth individuals and their families on their investments and achieving their financial goals. As part of this I manage a broad range of investment portfolios and have extensive experience in the management of pension funds and inheritance tax scheme assets.
I originally qualified as a Chartered Accountant, a training that I still find invaluable both in assessing the merits of the companies in which we invest but equally importantly in advising clients on tax efficiency of their personal affairs. After a brief spell as an institutional equity analyst I joined the Investec private client team. I am a Fellow of the both the Chartered Accountancy and the Securities Institutes.
I am a keen cyclist, walker and golfer and spend much of the rest of my spare time tending to the garden.
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Investec provides the professional investment expertise and support to enable me to concentrate on building long term client relationships and provide personalised investment and financial advice.