Liverpool

Liverpool Office Team

Investec Wealth & Investment

Our Liverpool team are a great blend of mature experience and youthful enthusiasm – and work collaboratively to ensure our clients receive excellent service. Our staff retention rate is exceptionally high, with service of 20, 30 and even 40 years plus not uncommon. Our long-term commitment to our clients means you can be sure you are getting trusted advice.

Chris Aitken

Head of Financial Planning

Peter Allen

Financial Planning Team Leader

Paul Brokenshar

Financial Planning Director

Lee Burberry

Financial Planning Director

Rachel Carr

Trainee Investment Manager

Daniel Cheung

Trainee Investment Manager

Simon Cleaver

Divisional Director

Ben Clubbe

Investment Director

Carl Cross

Regional Head - Midlands & North

Lindsey Cross

Investment Director

Angela Cruise

Business Development Director

Ryan Cruise

Investment Director

Paul Doughty

Investment Director

Tom Fair

Director - Wealth Planning

Simon Fontes

Senior Investment Director

Richard France

Investment Director

Sally Gallagher

Associate - Wealth Planning

Deborah Gascoigne

Associate Investment Director

Oliver Hall

Associate Investment Director

Nicola Haughney-Carr

Investment Director

Jonathon Jay

Associate Director - Wealth Planning

Aled Jones

Investment Director

Sarah Jones

Associate - Wealth Planning

Nigel Marsh

Senior Investment Director

David Owen

Senior Investment Director

Charlie Palin

Associate Investment Director

Jason Paul

Investment Director

Marion Reilly

Director - Wealth Planning

Jonathan Riley

Associate Investment Director

Henry Silver

Associate Director - Wealth Planning

Greg Sinnott

Associate Investment Director

Lynsey Stevenson

Paraplanner

Angela Taylor

Investment Director

Stephen Trowbridge

Senior Investment Director

Jon Walker

Investment Director

Andrea Yung

Investment Manager

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