About me

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.

Background/Experience

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.

My interests

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.

My areas of expertise

Contact me via the form to learn more about...

Helping private clients with your life goals and investment choices
Helping charities and mutuals with planning and investments
Helping IFAs with investment management for their clients

Get in touch


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

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Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.


Investec Wealth & Investment Limited, a subsidiary of Rathbones Group Plc, would like to keep in touch to send you exclusive event invites, market update information, news relevant to you and information about our products and services.

Please confirm if you are happy to receive these communications from us by ticking the box below:

At any time you can change your mind and opt-out of these communications via the unsubscribe link in any of our emails or by contacting unsubscribe@investecwin.co.uk.

For more information on how we use your data, please see our Privacy Notice.

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Steve Hart

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.

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.