I work on a team managing investment portfolios for a wide range of clients including high-net-worth individuals, charities, pensions, offshore-bonds, Trusts and corporate accounts. Clients either come to us directly or recommended via their financial adviser.
Since graduating with a BA Degree in Economics in 2008 from Sheffield University, I have achieved my Level 7 Masters in Wealth Management and am now a fully qualified Chartered Member of the CISI.
I live in Ivybridge on the southern edge of Dartmoor in the beautiful South Hams where I can spend most of my free time trail running, mountain biking and playing golf.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with your life goals and investment choices
Helping charities and mutuals with planning and investments
Helping IFAs with investment management for their clients
I'm also an expert in...
Where to play the most relaxing round of golf in the South Hams.
Investec don't just pay lip service bespoke investment management, but genuinely provide an ongoing solution truly unique to each individual client. In my mind, we also offer a more global perspective of the world compared to similar providers of wealth management.