Summary
I am an Associate Investment Director with Rensburg Sheppards Investment Mangament (RSIM). Prior to joining RSIM, I worked in London for PwC training as a Chartered Accountant within the audit department before transferring into the Transaction Services Team where I primarily performed Due Diligence work for the Private Equity Industry.
Since joining RSIM in April 2007 I have taken become a member of the Chartered Securities Institute and now have responsibility for running a number of Direct Investment Portfolios, SIPPs, SSASs and Offshore Bonds.
Expertise
Management of investment portfolios covering a wide variety of investment mandates, objectives and risk profiles. Inheritance Tax Planning (IHT), Personal Pensions, Offshore Bonds
Experience
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PwC
Due Diligence Practitioner
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Education History
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Geography
University of Durham
1996 - 1999
Qualifications
ACA - Institute of Chartered Accountants in England & Wales (ICAEW)
MCSI - Member of the Chartered Securities Institute
BA Hons - Durham University - Geography
MCSI - Member of the Chartered Securities Institute
BA Hons - Durham University - Geography
