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.
My areas of expertise
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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
I'm also an expert in...
How to produce the perfect pickled radish.
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.