Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
I advises private individuals on all aspects of financial planning, including pensions, investment structuring and tax planning.
Specialisation
Financial Planning
Background/Experience
I began my career at Friends Provident in 1984, before joining Advisory & Brokerage Services, a firm of independent financial advisers, in 1988. I joined Rensburg Sheppards (now Investec Wealth & Investment) in 2008.
Qualifications
I’m an Associate of the Chartered Insurance Institute, an Associate of the Personal Finance Society, and a member of the Society of Trust and Estate Practitioners.
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.