About me
I manage multi-asset family, pension, trust, offshore and charity investment portfolios. I work closely with my clients and their advisers to deliver a bespoke investment management service for their portfolios.
Background/Experience
With over a decade of experience in financial services (solely with Investec), I have formed a strong knowledge base of how our business can work best to benefit my clients. I am committed to helping others meet their financial objectives, working closely with them and their advisers (if one is appointed) to achieve this.
Qualifications include:
- Chartered Wealth Management Qualification through CISI
My interests
I am a keen footballer and golfer. Away from sports, my wife, young daughter and I like to travel, with a particular favourite of ours being the beautiful Greek Islands. When not traveling our weekends are spent outdoors, whether it be the local commons in London, local national parks, or nearest shore lines.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Finding the best deal, whether it be favourite shops, restaurants or holidays.
I take great satisfaction in taking on the responsibility of helping my clients achieve their financial goals, giving them the time to focus on what is most important to them.