As a Senior Investment Director, my role is to steward the investments for a number of private clients. We aim to deliver a high level of investment expertise as well as strong service levels that our clients can rely on. I split my time between the London and Bristol offices of Investec, meeting and helping clients with their investment goals.
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.