About me
As a member of the Liverpool Discretionary Desk, I manage multi asset portfolios on behalf of private clients, trusts, pension funds and charities. I also sit on the group ESG committee.
Background/Experience
I graduated from Newcastle University in 2015 having read Accounting and Finance. Since joining Investec, I have been awarded the Investment Advice Diploma in Securities by the Chartered institute of Securities and Investments (CISI). I am also a chartered member of the CISI, having been awarded the Chartered Wealth Manager Qualification. I am currently studying for the CFA level II exam, having passed level I in February 2021.
My interests
I enjoy all sports but I am particularly passionate about running and football, playing eleven-a-side weekly and five-a-side when possible. I am also a keen traveller, whether that be abroad or in the UK.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
Hitting row Z when shooting from outside of the box.
The Investec offering is different due to the level of bespoke portfolio management combined with the dedication of investment professionals and their commitment to deliver the highest standard of wealth management possible.
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.