About me
My role is to build bespoke, actively managed investment portfolios for private individuals, pension funds, trusts and corporate clients. Over many years I have formed trusted relationships with my clients to better understand their specific family requirements and to ensure funds are appropriately invested for future generations. Portfolios are created using a spread of investments across different asset classes including domestic and international shares, fixed interest, infrastructure funds and structured products. I am committed to providing a first class service to my clients and their advisers. This approach is also shared by my wider team of skilled and experienced professionals.
Background/Experience
Before joining Investec in 2006, I was part of the investment team responsible for managing assets on behalf of one of the UK’s largest pension funds, the British Coal Pension Scheme. Whilst in this role, I qualified as a Chartered Accountant (FCCA). Since joining Investec I have qualified as a Fellow of the Chartered Institute for Securities & Investment (FCSI) and passed Level 1 of the Chartered Financial Analyst Program. I am also an active member of various committees across the Investec group.
My interests
Outside of work I am a keen cricketer and golfer. However, finding time to play either is difficult with young twins!
My areas of expertise
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Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
We take the time to properly investigate client needs and requirements. This deep understanding of client circumstances is paramount when constructing a tailored wealth management strategy.