About me

My primary role involves the day-to-day management of private client, SIPP and family trust portfolios. Working in a team of four, I am heavily involved in the whole investment process and regularly contribute to the team’s investment decisions. I have particular expertise in data analysis and focus my efforts on asset allocation and performance analysis. In many instances I also work closely with our financial planners, ensuring that our clients receive the best investment and tax advice.

Background/Experience

I am a Chartered Fellow of the Chartered Institute for Securities and Investment, and I have completed both the Level 4 Investment Advice Diploma and Level 7 Chartered Wealth Manager qualifications. These qualifications, combined with over a decade of experience working in the financial sector, have given me breadth and depth of market knowledge to draw from to benefit my clients. Before becoming an investment manager I worked for two years alongside analysts in our research team, where I established a strong knowledge of investments and markets that has been invaluable in my current role. Prior to working, I obtained a BSc in Physics from the University of Exeter.

My interests

I am an avid Formula 1 fan and try to attend at least one race each year. I also enjoy keeping fit and climb at my local climbing centre. My other passion is travelling and I enjoy visiting countries in South America, Central America and South East Asia where sampling the different cultures and food is always a highlight.

My areas of expertise

Contact me via the form to learn more about....

Helping private clients with your life goals and investment choices

Get in touch


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Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

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Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.

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Heather by the seaside
Richard Plowdon

Investec benefits from a ‘best in class’ research team that provides expert market and investment analysis.

Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.