Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
As an Investment Director, my priority is to help my clients achieve their investment goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored portfolio that suits their present and future needs. I mostly specialise in providing Investment advice to private clients for their personal portfolios, their pensions and their trusts. I also manage investment portfolios for several charities. To ensure the best possible outcome for my clients I work closely with our Financial Planners and Investec's in-house research team to ensure their investments are structured in the most tax-efficient manner to suit their needs, and provide investment portfolios that will deliver for them over the years.
Background/Experience
With over two decades of investment management experience I have formed close relationships with my clients over many years. Before joining Investec in 2011, I managed relationships and investments at Barclays Wealth, and it's predecessors, Gerrard Limited and Greig Middleton Ltd. I am a Fellow of the Chartered Securities Institute.
My Interests
I am married and the Mum of two sporty teenage boys so much of my spare time is taken up travelling to rugby, cricket and golf competitions. Early morning walks, skiing and a bit of gardening fill up the remainder of my time.
My areas of expertise
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Helping private clients with their life goals and investment choices
The costs of owning an old house.
Through Investec I take great satisfaction in helping my clients to achieve financial independence, giving them the time to focus on what is important to them.
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.