Senior Financial Planning Director

London, United Kingdom

June 2022 - Present

Investec Wealth & Investment has a history that goes back to 1827, but our eyes are firmly fixed on your future. The bringing together of illustrious names including Rensburg Sheppards and Williams de Broë, combined with the strength of the Investec group, has allowed Investec Wealth & Investment to consolidate its wide-ranging expertise and leading position. The depth and breadth of Investec enables us to offer a broad service to our clients and access to an extensive pool of investment opportunities around the world. Meanwhile our commitment to providing out of the ordinary levels of personal service for our clients remains paramount. As experienced, unbiased, professional advisers, Investec Wealth & Investment is well equipped to give you the advice you need on all aspects of investment management as well as financial planning services. This includes the mitigation of inheritance tax, retirement planning, pensions, funding for education, life assurance and offshore investments. We have 15 offices, throughout the UK, at the following locations: Bath, Belfast, Birmingham, Bournemouth, Cheltenham, Edinburgh, Exeter, Glasgow, Guildford, Leeds, Liverpool, London, Manchester, Reigate and Sheffield. Please bear in mind that the value of investments and the income derived from them can go down as well as up and that you may not get back the amount you have put in.

Chartered Financial Planner

January 2018 - June 2022

Director - Wealth Adviser / Chartered Financial Planner.

Guildford, United Kingdom

May 2007 - January 2018

Financial Adviser

July 2000 - May 2007