I am responsible for building tailored investment portfolios to help my clients achieve their financial goals. By understanding each client's unique requirements and financial objectives in detail, I then work closely with Investec's in-house research team to ensure that the portfolio is actively managed and will remain suitable as circumstances can often change over time. Where appropriate, I also work closely alongside our financial planning team, or my client's own independent financial advisor, to ensure their wider financial planning needs are met.
I am a Chartered Fellow of the Chartered Institute for Securities & Investment (FCSI) with almost two decades of experience in financial services, where I have formed close relationships with all my clients over the years. Before joining Investec in 2006, I began my career at Barclays Wealth where I built my knowledge and expertise in portfolio construction.
I enjoy all aspects of sport, but particularly play and follow golf and football. I also enjoy travelling in the UK and overseas having lived in Kuwait for several years when I was younger. I am a keen cook although trying to persuade my daughter to try new things remains a challenge.
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With significant research capabilities and support functions, Investec offers a market leading service which gives our clients peace of mind when it comes to managing their money.