As a Chartered Financial Planner, my ethos is simple and centres on understanding what the client wants to achieve and setting objectives to support those outcomes. At Investec we champion a holistic approach to financial planning, ensuring we have a full understanding of your broader financial position.
Specialist areas that form part of my practice include:
- Tax and investment planning
- Estate and succession planning
- Retirement solutions
A successful wealth management strategy combines the skills and expertise of financial planning with a robust investment management process to deliver a framework to maximise the probability of an individual meeting their aspirations. To this end, my role often incorporates working closely alongside our Investment Managers to help clients maximise their wealth.
With over a decade of experience in financial services and banking I am able to draw upon broad experience when advising clients. After spending the early part of my working career in commercial and investment banking roles with US banks, I now specialise in wealth management and financial planning having joined Investec in October 2015.
My role requires me to build a deep understanding of the individual’s situation and aspirations allowing me to construct and deliver a robust financial plan. Helping clients to meet their objectives and seeing the difference this makes to them provides me with enormous satisfaction.
- Chartered Financial Planner
- Fellow of the Personal Finance Society
- Certified Financial Planner
- Chartered Wealth Manager
- Chartered Member of the Chartered Institute for Securities and Investment
Based in Didsbury I enjoy an active lifestyle with my wife. Hobbies include watching and taking part in sport and as a keen runner I’m often found trying to break my 5km personal best at the local Fletcher Moss Parkrun! I am working towards my first marathon. I also enjoy all things automotive and motorsport.
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Pounding the pavements on Wilmslow Road.
Our wealth offering is distinct in that we look to make long-term, lasting relationships. We take the time to get to know each client and what they are looking to achieve, allowing us to advise accordingly.