About me
As a senior investment director, my priority is to help my clients achieve their investment goals. By understanding their current position, requirements and investment objectives, I build a bespoke investment portfolio that suits their present and future needs. I specialise in private client, pension, charity and trust investment management, and work closely with my financial planning colleagues where appropriate, to ensure a holistic service is provided. Having a legal background, I tend to favour finding tax efficient solutions for my clients, which can help increase returns over the long term. To ensure the best possible outcome for my clients I work closely with our in-house research team to identify suitable investments for client portfolios that will deliver for them over the years.
Background/Experience
With over a decade of experience at Investec, I have formed close relationships with all my clients. Before joining Investec on a graduate scheme in 2010, I studied law in London, having graduated in 2009 from Bristol University.
Qualifications:
- Chartered Wealth Manager
- Masters in Wealth Management (CISI Level 7)
My Interests
I enjoy music and sing with, or direct, a number of choirs in London. When not at home with my wife and three small children, I can usually be found on the golf course (often in a bunker, or in the trees), or at Twickenham Stoop watching Harlequins rugby. When I can, I try to play team sports, and for many years I captained the Investec cricket team.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with their life goals and investment choices
- AIM investing
- Bespoke portfolio management
- Financially coping with life-changing events
- Funding long-term care
- Investing for income
- Investing for your children's future
- Managing finances after divorce
- Portfolio investing
- Retirement planning
- Securing finances in widowhood
- Tax efficiency in retirement
- Wealth preservation
Helping IFAs with investment management for their clients
Where to go for great live music in London.
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.