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.
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Investec provides out of the ordinary service achieved by providing our clients with exceptional quality and highly tailored investment management services.