I help clients with some of the most important decisions they'll ever make regarding their financial future and take pleasure, and pride, in helping multi-generations of the same family. I take a great deal of care to ensure I fully understand my clients' financial circumstances and their future goals, to evolve and develop plans over time which deal with life changes. I manage investment portfolios on behalf of individuals, offshore bonds, trusts, companies and pensions, as well as managing funds on behalf of charities and not-for-profit organisations.
I began my investment management career with a small stockbroking partnership and, through various mergers and takeovers, I worked for Capel Cure Myers, Gerrard and ultimately Barclays Wealth becoming a director in early 2009. I joined Investec in 2014 as a senior investment director and have gained a great deal of experience in managing investments on behalf of a varied client list. I’m a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI) and a Chartered Wealth Manager. I hold the CISI Diploma in Regulation & Compliance, Private Client Advice & Investment Management and Interpretation of Financial Statements.
I’m an avid sports fan. As a Marylebone Cricket Club (MCC) member and vice president of the Salisbury Rugby Football Club, I regularly watch cricket and rugby. I enjoy going to the gym and yoga classes and can be best described as an erratic golfer. I also enjoy cooking, travelling, theatre, concerts, cycling and walking, though not all at the same time.
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Investec genuinely enables me to put the client front and centre of everything I do, providing me with an extensive range of tools to ensure the client receives the very best service.