As an Investment Manager, 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.
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.
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
I'm also an expert in...
Where to find the best brunch place in Manchester.
Investec provides out of the ordinary service achieved by providing our clients with exceptional quality and highly tailored investment management services.