I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, trusts and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on your aims and objectives, looking to see exactly what has to be achieved within the suitable parameters. There are many different options available at any given time and identifying which fits best each scenario is hugely important, not only at that point in time, but also for the different phases of life that are to come.
I am a Member of the Chartered Institute for Securities and Investment. Prior to Investec I worked as an Equity analyst in South East Asia which expanded my understanding of business and economics but of equal importance, it expanded my horizon culturally. Additionally, I have a Master’s degree in History which has provided me with an invaluable foundation for evaluation, understanding and trend following both within the UK and around the world; all of which combine to help solving solutions and creating portfolios for clients.
I have a love of reading, cooking, gardening and sport. I believe that finding time to expand my horizons with a good book or taking some time over the weekend to switch off by cooking fresh tagliatelle, planting a new clematis or playing a round of golf with friends is crucial for a well-rounded life.
My areas of expertise
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Helping private clients with their life goals and investment choices-
Helping charities and mutuals with planning and investments
I'm also an expert in...
Being dragged around a field by my spaniel, Bramble.