My role is to advise deputies and trustees nationally on protecting their client's wealth for the duration of their lifetime to meet their complex and ever changing needs, building wealth through a bespoke portfolio of investments and advising on sustainable levels of drawdown.
I am a Chartered Fellow of the Chartered Institute for Securities & Investment and a member of the Society of Technical Analysts. I joined the specialist court of protection team in 2011, after completion of the Investec graduate scheme. Prior to joining Investec, I read Financial Mathematics (MSc Distinction, King's College London) and Mathematics (BSc First Class Hons, University of East Anglia).
I have a longstanding love of food and I enjoy cooking for family and friends and trying new restaurants. Thankfully I enjoy keeping fit and active, to help offset some of this indulgence, and will often be found in the gym or on long walks with my dog, Ponzi.
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Our clients are at the heart of everything we do at Investec. There is nothing more rewarding than the strong and long-lasting relationships we build with our clients as we help them to achieve long term financial security for themselves and their loved ones.