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.
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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.
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.