About me
My priority is to help my clients achieve their long term financial objectives. I construct and manage tailored investment portfolios that are suitable for their present and future needs, taking into account their current position, requirements, risk levels and objectives. I manage assets on behalf of private individuals, charities, trusts and personal pension schemes using Investec’s excellent in-house research team to monitor and tailor these portfolios. I will often work closely with client advisors, financial planners and accountants to ensure client objectives are met in the most tax efficient way.
Background/Experience
With over two decades of experience in wealth management, I have formed close relationships with all my clients often over many generations. Before joining Investec (formerly Carr Sheppards Crosthwaite) in 2001, I worked at Quilters where I completed my professional exams, building my knowledge and expertise. I am now a Chartered Fellow of the Chartered Institute for Securities and Investment.
My interests
I’m passionate about playing and watching sports. Whilst at university I played semi-professional rugby for Birkenhead Park and I am an experienced skier always looking for fresh tracks. I also enjoy collecting fine wine and love travelling. When I’m not training for marathons and triathlons, I keep active by trying to prevent my two sons getting up to mischief, which I find far more exhausting.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Where to find the best skiing around the world.
I take great satisfaction in helping my clients achieve their financial objectives, growing their wealth over the years and being a pillar of support when markets are difficult.