My role is to look after the investments for a number of private clients with the aim to deliver a high level of investment expertise and strong service levels, that our clients can rely on. As head of the Bristol office I’m proud to lead an established team which is developing long-lasting roots in Bristol.
I am a Fellow of the Securities Institute, having completed the professional qualification in 2006. Prior to this, I achieved a Masters Degree in Investment Management in 2004. The theory of the job has been helpful but the experience helping clients on a day to day address their financial challenges and objectives has been invaluable. Prior to joining Carr Sheppard Crosthwaite and thus joining the investment management sector, I completed my Lloyds of London certification.
With three young children, hobbies and interests have taken a backseat for the time being. When give the chance, I enjoy a wide range of sporting and outdoor activities. I have been involved with charities on trustee boards and take an active interest in local community outreach.
My areas of expertise
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Investec encourages us to use our own skills and qualities within a very robust and experienced operating framework. This provides a challenging and fulfilling environment to work within.