As a senior investment director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them grow their wealth in a measured way. I predominantly manage investments for clients within a variety of wrappers, including SIPP and SSAS pension funds, investment companies and OEICs. To ensure the best possible outcome for my clients, I work closely with Investec’s in-house research team to identify suitable investments, given clients’ risk profiles and objectives.
With over a decade of experience in Investment Management, I have formed close relationships with my clients and introducers. Before joining Investec in 2005, I worked at Brewin Dolphin on their specialist AIM team following my graduation in 2002.
- Chartered Wealth Manager through the Chartered Institute for Securities & Investment (CISI)
- CISI Diploma qualification
I am a keen, but somewhat wayward, golfer and enjoy the occasional trip to play a different course, preferably somewhere warm. I am also a very keen spectator of cricket which has taken me to some interesting parts of the world.
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I take great satisfaction in managing client’s portfolios by utilising Investec’s unrivalled research capability but with the flexibility to provide a genuinely bespoke service.