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 joined Investec in 2015, having graduated from Newcastle University with a BSc Biology.
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 solo trip. At the weekends, I can usually be found dining out in one of Liverpool’s many 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.