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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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.