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.
My areas of expertise
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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.