About me
I work with clients and their advisers to construct and manage bespoke investment portfolios that are tailored to their individual needs and objectives. This includes working with private individuals, corporates, trusts and charities across a range of wealth structures. Portfolio management is a crucial element of every financial plan, and as this plan evolves over time, we manage the investment strategy accordingly. I sit within an experienced team that aims to deliver comprehensive investment expertise and an excellent client journey.
Background/Experience
I joined the team at Investec Wealth following roles at both an independent financial advisory firm, and an investment firm that specialised in collective fund research and discretionary fund management. This has given me a wide range of experience in client-facing and analytical roles, enabling me to truly understand how investment management sits within a client’s wider financial picture. I have a degree in Mathematics and Management from the University of Nottingham, and I hold both the Investment Advice Diploma and the Diploma in Wealth Management. I am a member of the Chartered Institute for Securities & Investment (CISI).
My interests
I enjoy keeping active and spend much of the summer playing for my local cricket club. I also love travelling to new places whenever I have time to get away from the office.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.