About me
My day to day role involves managing both discretionary and advisory clients, including trusts, pensions, private clients and charities. I work closely with private clients to offer bespoke portfolio management.
Background/Experience
With just under a decade of experience in financial services I have formed close relationships with all my clients. Before joining Investec in 2011, I studied Real Estate Management at the Royal Agricultural College.
Qualifications include:
- Chartered Wealth Manager Qualification (Level 7)
- Investment Advanced Diploma (Level 4)
My interests
I enjoy being out in the countryside during the weekends and spending time with my family.
My areas of expertise
Contact me via the form above to learn more about...
Helping private clients with their life goals and investment choices
I take great satisfaction in helping clients manage and build their wealth over the long term.
William Hough