About me

I specialise in managing multi-asset portfolios and the delivery of Financial Advice as part of our Wealth Planning service.

My clients are typically individuals and business owners looking to invest excess savings, plan for their retirement, or undertake estate planning to mitigate Inheritance Tax. I also work with trustees, accountants, and private client solicitors to provide investment solutions for particular client needs.

When providing investment recommendations I work closely alongside Investec’s specialist in-house research team of financial analysts to deliver a tailored service for my clients. One of Investec’s greatest strengths is our ability to combine such high-quality research in portfolio construction, alongside a bespoke planning approach to integrate your personal goals or values.

Background/Experience

I graduated with a BA (Hons.) in Economics from UWE, Bristol. I am a Chartered Financial Planner (Chartered Insurance Institute) and a qualified Investment Manager (Chartered Institute for Securities and Investment).

With just short of 10 years’ industry experience, most of my career has been spent helping self-employed individuals and business owners achieve their longer term goals.

I have experience of dealing with the types of challenges that my clients can face and working with them to establish the best approach for resolving them.

My interests

I love watching and playing most sports, and I play for my local cricket club in West London at the weekends. I am a long suffering supporter of Portsmouth Football Club and enjoy exploring to new places.

My areas of expertise

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