About me

I manage investments for a wide variety of individual clients.

Specialisation

Investment Management

Background/Experience

I started my investment career in 2002 with Lloyds Private Banking after graduating from university with a Business Studies degree. In 2006 I moved to Williams de Broë (now Investec Wealth & Investment) where I undertook exams and later qualified as an Investment Manager.

Qualifications

I’m a Chartered Fellow of the Securities Institute and hold the Investment Management Certificate, the Chartered Institute for Securities and Investment (CISI) Diploma and CISI Masters in Wealth Management.

My interests

I love all things automotive both modern and classic.