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
I'm also an expert in...
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.