About me
As a member of the Liverpool Discretionary Desk, I manage multi-asset portfolios on behalf of private clients, SIPPs, trusts, pension funds, charities and offshore bonds.
Background/Experience
I have a BSc (Hons) in Economic for Business from Leeds Metropolitan University. I’m a Chartered Member of the Chartered Institute of Securities & Investment (CISI), and have a CISI Masters in Wealth Management.
My interests
I enjoy playing golf and football mainly on a social level. I also participate in running and triathlon events.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
Knowing where to find the best culinary hot spots Liverpool has to offer.
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.