About me
I am a senior investment director, as well as the deputy manager of the Cheltenham office. I am also a member of our national sales committee. I have over 20 years of experience in managing investment accounts for private clients, intermediaries, corporates, trusts and charities. I manage Portfolios/ISAs, SIPPs, Trusts and accounts qualifying for Business Relief.
Background/Experience
I joined Investec Wealth & Investment (formerly Rensburg Sheppards) in 2007, but have worked in the front office of the industry since 2000. I am a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI). I hold the CISI Diploma (Regulation & Compliance, Private Client Advice & Investment Management and Interpretation of Financial Statements). I am educated to degree level.
My Interests
I am married with three sons and live in the Cotswolds. I enjoy playing golf, five a side football and cricket. I also regularly cycle, run, swim and walk my dog. I like to be active in my local community supporting projects and charities.
Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
The best cycling routes in the Cotswolds.
Investec is entrepreneurial, it allows me to embrace change, innovate and improve. Investec cares about its staff and their wellbeing, our role in the community, and its role in society. It is a great company to work for, and my colleagues are my friends.