I am responsible for the investment strategy and day to day management of portfolios for individuals, trusts, charities and pension funds. I always go the extra mile for my clients
I hold the securities institute diploma and am a Chartered Fellow of the Chartered Institute for Securities & Investment.
Married to Tony since 2009, we enjoy the gym, holidays and eating out in Liverpool and Ormskirk.
My areas of expertise
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Helping private clients with their life goals and investment choices
Investec provide a one to one first class service to clients.