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.
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.
I enjoy playing golf and football mainly on a social level. I also participate in running and triathlon events.
My areas of expertise
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Helping private clients with their life goals and investment choices
I'm also an expert in...
Knowing where to find the best culinary hot spots Liverpool has to offer.
Investec offers a wide range of professional financial services to cater for a multitude of clients needs, where excellent relationships and workplace culture are paramount.