My priority is to help my clients achieve their financial goals by working with them to create and implement a suitable investment strategy for their invest-able assets, which suits their current and future requirements and financial objectives. I help a variety of client types at different life stages including wealth accumulation, wealth preservation, retirement planning and inheritance planning.
I have worked in financial services for over a decade, primarily with private clients. Before joining Investec in 2012, I worked with two smaller outfits who specialised in financial advice. I graduated with a degree in Accounting & Finance from the University of Leeds, before going to Cape Town University where I studied Financial Analysis & Portfolio Management. I also hold the Financial Planning Diploma, Investment Advice Diploma and the Chartered Wealth Manager qualification.
Outside of work I have a love/hate relationship with golf and can frequently be found tearing up the rough and occasionally fairways at Formby Golf Club. I am also a keen runner, having completed several marathons around the world. To unwind from the above, I enjoy visiting new places and sampling different varieties of grape.
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