Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I support a team made up of an experienced divisional director and head of the Sheffield office, and a senior investment director, who manage assets on behalf of private individuals (both directly and through IFA's), as well as trusts, charities, and pension funds.
Background/Experience
I joined the Sheffield office of Nicholson Barber in 1990 (now Investec) to pursue a career in investment management. I have been awarded the Chartered Institute of Securities and Investment's Level 4 Diploma in Investment Advice.
My interests
I enjoy keeping fit, traveling and watching films. I really enjoy watching motor sport, especially Formula 1 and MotoGP and have visited Singapore numerous times to enjoy the Grand Prix weekend. I also enjoy socialising with friends whilst enjoying the occasional glass of wine.
My areas of expertise
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Helping private clients with your life goals and investment choices
I am proud to work on an experienced team in the Sheffield office who look after individual clients, charities, and pension funds to the best of our ability and to the highest ethical standards.
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.