About me
I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, onshore and offshore trusts, companies and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on risk tolerance and investment objectives.
Background/Experience
I was a land buyer for a major UK housebuilder before joining Investec in October 2005, where I became an investment manager in February 2008. I am a Chartered Fellow of the Chartered Institute for Securities and Investment and hold the Securities Institute Diploma. I also have a degree in Finance with French from the University of Durham.
My interests
I enjoy gardening, winter sports, watching rugby and almost anything with an engine. A lively retriever and young family provide a constant source of activity outside of the office.
My areas of expertise
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Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
Investec will be able to help you achieve your financial goals. There is no standard' client and every challenge is approached with the individual at the heart of the recommendations made.