Liverpool Office Team

Investec Wealth & Investment
Liverpool

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.

Peter Allen

Financial Planning Team Leader

Paul Brokenshar

Financial Planning Director

Rachel Carr

Investment Manager

Daniel Cheung

Associate Investment Director

Simon Cleaver

Divisional Director

Ben Clubbe

Investment Director

Carl Cross

Regional Head - Midlands & North

Lindsey Cross

Investment Director

Angela Cruise

Senior 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

Senior Associate - Wealth Planning

Deborah Gascoigne

Investment Director

Oliver Hall

Investment Director

Nicola Haughney-Carr

Investment Director

Aled Jones

Senior Investment Director

Sophie Lee

Senior Paraplanner

Nigel Marsh

Senior Investment Director

David Owen

Senior Investment Director

Charlie Palin

Investment Director

Jason Paul

Investment Director

Emma Ray

Associate Financial Planning Director

Marion Reilly

Director - Wealth Planning

Jonathan Riley

Associate Investment Director

Katarzyna (Kasia) Robuta

Paraplanner

Henry Silver

Director - Wealth Planning

Greg Sinnott

Investment Director

Angela Taylor

Investment Director

Neil Turner

Investment Director

Jon Walker

Senior Investment Director

David Whitehouse

Paraplanner

Andrea Yung

Associate Investment Director

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