About me
I provide advice and portfolio management services to a diverse range of private clients, trustees, charities and pension investors, and I have specialist experience with insurance company clients with solvency II reporting requirements. I take great pleasure in working closely with my clients to guide them with their finances and managing their assets in order to develop long term plans.
Background/Experience
After joining Investec in 1990, with an Economics degree from University College London, I now have over thirty years' experience helping clients achieve their financial goals, and I am a Chartered Fellow of the Chartered Institute for Securities & Investment.
My interests
I am a great lover of the outdoors and spend much of my spare time running up hills and mountains in the Yorkshire Dales, the Lake District and planning long distance routes in the Alps.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with your life goals and investment choices
- Bespoke portfolio management
- Life-stage planning
- Passing on wealth
- Portfolio investing
- Receiving an inheritance
Helping charities and mutuals with planning and investments
Seeking out craft beer in the North of England and beyond.
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.