About me
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.
Background/Experience
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.
My Interests
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.
My areas of expertise
Contact me via the form above to learn more about...
Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Where to eat out in Leeds.
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.