About me

I work closely with financial advisers to help build & design suitable investment solutions for their clients. Capitalising on Investec’s extensive and well-resourced research team, I promote a range of investment solutions which are tailored according to your client’s individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives.

Background/Experience

I have nearly three decades of experience servicing the adviser marketplace allowing me to build many long-term relationships with my advisers. I have had a variety of roles over my career in all in the investment, wealth & pension areas. I have a honours degree from Leeds University, I hold the Investment Management Certificate and I am a Chartered Financial Planner.

My interests

I enjoy listening to music & going to live music events with friends. I'm an avid rugby union fan. Most weekends I drag the children on a walk with our dog.

My areas of expertise

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