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
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