About me

I work closely with my clients to understand their financial needs, providing bespoke financial plans for individuals and families alike. My priority is helping clients to maximise their assets, working with them to construct investment portfolios that will continue to meet their needs many years into the future. To ensure the best possible outcome for my clients I provide a tailored service, with solutions custom built to serve clients' unique circumstances and their particular tolerance for risk. I also work closely alongside our financial planning team, combining investment solutions with holistic advice on areas such as pensions, inheritance tax planning, and life insurance.

Background/Experience

After graduating with a Bachelor's degree in law from the University of Sheffield, I subsequently worked for Aviva gaining knowledge of the UK insurance industry. In 2016 I transitioned to Investec as an investment manager in the Sheffield office. With over a decade of experience in financial services I am now a Chartered Member of the CISI, holding both the Level 4 Diploma in Investment Advice and the Level 7 Masters certificate in Wealth Management. I have also completed modules towards the CII Diploma in Regulated Financial Planning.

My interests

I recently became a father to a wonderful daughter so my spare time has now been largely replaced by nappy changes and trips to the park. When I get the opportunity I am a keen amateur carpenter and enjoy building furniture, and recently I have taken to gardening. Finally, I am (unfortunately) an avid Tottenham fan.

My areas of expertise

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