Toby is both a Chartered Wealth Manager and a Chartered Financial Planner. He also holds the Investment Management Certificate, the Certificate in Advanced Mortgage Advice and is an ACCA affiliate.
After reading Natural Sciences at Durham University, in 2001 Toby joined the Investec graduate programme. He has been working with private clients for many years.
Toby loves spending time with his young family and now watches rather than plays rugby.