I work within the Liverpool Financial Planning team, providing holistic financial planning to private clients. We work with clients to help them establish their long term financial goals, and we recommend and implement a suitable financial plan to meet these goals. Ultimately, we aim to help clients gain control and peace of mind over their finances.
I am a Chartered Financial Planner, and a member of the Chartered Institute for Securities and Investments.
I enjoy yoga and playing netball. I am also very keen on travelling and always planning my next trip. At the weekends, I can usually be found dining out in Liverpool's independent restaurants with my cockapoo Molby in tow.
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Where to find the best dog-friendly bars and restaurants in Liverpool city centre.
Clients are at the heart of everything we do at Investec, and I take great pride in being part of a team that provides our clients with the best possible service.
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.