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.
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.
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
Contact me via the form above to learn more about....
I'm also an expert in...
I am a long suffering Welsh rugby fan & now my children's taxi service.
We provide first class solutions & award winning service to the advisory market.
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.