As Co-Head of Private Client Advice, I oversee the delivery of financial and wealth planning advice for Investec Wealth & Investment. With many years of experience in the wealth management industry, I remain passionate about helping clients to achieve their financial goals and ambitions which take into account not only their assets and investments but also their lifestyles, values and long term aspirations.
My career began working for several high street banks and building societies advising predominantly on pensions and investments. After 10 years, I subsequently joined an actuarial, pensions and advisory business as an independent financial adviser, where I gained additional experience in complex pensions, trusts and investment management. After 10 years in this role, I joined one of the world’s largest accountancy networks, where I advised high net worth individuals and business owners on financial planning at a personal and corporate level.
I am a Chartered Financial Planner as well as a Chartered Wealth Manager, a Fellow of the Personal Finance Society and a Chartered Fellow of the Securities and Investment Institute. I maintain and uphold the standards of ethical excellence as a Certified Financial Planning professional. I have a master’s degree in Financial Planning and Business Management.
I try to get out as much as possible to walk in the countryside around my home in the Forest of Bowland. I enjoy travel and holidays but if I had to choose between sun and snow, snow wins every time.
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The art of the work life balance.
To achieve an extraordinary wealth management strategy, goal setting and aspirational targets involve decision-making, choice selection and managing challenges and conflicts along the journey to the success and optimisation of profit. This is all geared towards ensuring that personal goals are met and not derailed along the way. Combining a tailored and personalised financial plan with a robust investment process allows you to achieve the optimal outcome. Investec can deliver this.
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.