I work with clients and their financial advisers to build discretionary investment portfolios that are risk managed, well-structured and tax efficient. My priority is to find market opportunities that help investors to meet their long term personal and financial goals. I take great care to understand my clients’ personal circumstances and to tailor the service I deliver accordingly. I work with a broad array of investors including individuals, families, corporates, charities and trusts.
After graduating from the University of Liverpool with a degree in Financial Economics, I started my career at BWD Rensburg now part of Investec Wealth & Investment. After a rewarding eight years I moved into corporate risk management with Barclays Capital in Manchester, working in the interest rate and currency markets. I subsequently moved back into private client investments with HSBC Asset Management in London.
Over the years I have worked with many different clients and built financial solutions for a variety of objectives including tax efficiency, income generation, risk reduction and long term growth. I am a qualified Chartered Wealth Manager and a Chartered Fellow of the Securities Institute.
I have a young family and a Portuguese Water Dog which means that I spend a lot of time walking in the Surrey Hills.
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We offer first class investment expertise together with the level of personal service that is increasingly rare to find.
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.