About me
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
Background/Experience
I hold the securities institute diploma and am a Chartered Fellow of the Chartered Institute for Securities & Investment.
My Interests
Married to Tony since 2009, we enjoy the gym, holidays and eating out in Liverpool and Ormskirk.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
Investec provide a one to one first class service to clients.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.