About me
My role involves stock and fund research, with portfolio management and asset allocation for funds in excess of £500m.
Background/Experience
I began my career in investment management in 2012, before joining Investec in 2019, as part of the specialist court of protection and personal injury team. I am a Chartered Wealth Manager and a Chartered Member of the Securities institute.
My interests
Outside of work I enjoy keeping fit and playing sports, including long bike rides and golf.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with their life goals and investment choices
- Bespoke portfolio management
- Court of Protection compensation investment
- Funding long-term care
- Investing for income
- Personal injury damages investment
