Meet the team
Bournemouth - Wealth & Investment
I manage portfolios on behalf of private clients, trusts and company pension schemes. I’m a member of our management and business development committees.
To find out more about the services we offer, please get in touch.
After graduating in 1997, I joined Williams de Broë (now Investec) and completed my financial exams. I moved to our private client team in 1999 and spent the next six years building up a strong client base. In 2005 I was promoted to investment director and headed up our fledgling Bath office. Following its success, I returned to Bournemouth in 2009 as head of office. Shortly afterwards, I joined the company’s executive committee as an executive director.
I have an Honours degree in English Literature from Swansea University and I’m a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI).
My main hobbies are fly fishing and scuba diving. I’m also involved in a number of conservation charities, both in the UK and abroad. I also enjoy running and cycling.