Together with my experienced team, we provide a professional service giving advice on investment management and financial planning. These areas include portfolio management for savings, ISA's, pensions, investment bonds and charities, taking into account the client's circumstances, experience, attitude to risk and objectives. We conduct a personal interview and in depth analysis of each client's current financial position which will be updated and adjusted on an ongoing basis as they continue move along life's path. We aim to provide an easy to understand service which includes online access to investments as well as a personal service with myself and my team.
I am qualified as Chartered FCSI and have worked in investment management for all of my career, starting as an administration clerk. I believe I have a background which gives me experience in many things life can throw at us.
I am married with two children and a stepson. I have an active life style including playing Golf, 5 a-side football, tennis and skiing. I am also interested in history as well as having a love of travelling recently visiting Kenya, China and Egypt amongst many others.
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Investec is one a few companies which aims to provide a truly personal, professional and modern service in an increasingly complex financial world.