I provide investment management and investment advice to a wide range of clients, such as private individuals, trusts, pension funds, charities and companies.
A former partner in Nicholson Barber, which was taken over by BWD Rensburg (now Investec Wealth & Investment), I’ve developed extensive experience in looking after a wide range of clients. I take particular interest in more complex arrangements, such as tax planning and trusts, relating to some clients’ finances and the management of their portfolios. With a background as a chartered accountant and smaller company research analyst, I can draw on a wide range of skills and experience in advising clients about their financial position and in assisting them to construct suitable investment portfolios.
I’m a chartered accountant.