About me
As an Associate Investment Director, within the team we manage investment portfolios and client relationships on behalf of private individuals, clients of IFAs, trusts, pension schemes & charities. My role includes working with clients towards achieving their investment objectives whilst ensuring their investment portfolio is constructed in a way to meet their personal & financial requirements.
Background/Experience
Having worked in financial services since my graduation from University I have achieved the following qualifications:
- Bachelor’s degree in Business with Financial Management
- Chartered Wealth Manager - Chartered Institute for Securities and Investment
- Member of the Chartered Institute for Securities and Investment.
My interests
I love being active in my leisure time - a big fan of Barry's Bootcamp, a passionate skier and I am also a member of Didsbury Golf Club. Apart from that, I love travelling, socialising and exploring new dining places in Manchester.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
Helping charities and mutuals with planning and investments
Where to find the best brunch place in Manchester.
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.