I am a Chartered Wealth Manager with experience in specialist Investment Management. In my role as a Wealth Planner, I aim to assist clients in meeting their financial goals at all stages in their life through the development of a detailed financial plan. The financial plan may include protection planning, retirement planning and estate planning. Using guidance from Investec's in-house research team, the underlying investment portfolios are bespoke in nature, each tailored to target specific objectives. I enjoy working with multiple generations of families, achieving objectives such as providing funds for house deposits for children and grandchildren and preservation of wealth through the mitigation of potential inheritance tax liabilities.
I hold the Chartered Wealth Manager qualification through the Charted Institute of Securities and Investment. This industry leading qualification ensures I am appropriately qualified to advise on all areas of a client’s financial situation. My professional experience has been complimented by my former employment in the corporate events management industry in both the North-West and Abu Dhabi, as well as having an Economics degree from Newcastle University. I am proud to volunteer as part of the Invest for Success programme, whereby socially and ethnically diverse students from schools across London and Liverpool invest a hypothetical £100,000 portfolio, with a focus on teamwork, communication, analysis and decision making.
Outside of work, I enjoy all sports, particularly golf where I am a member of Royal Birkdale Golf Club. I also enjoy travel and am at my happiest when spending time in the mountains.
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I am proud to work with multiple generations of families meeting many objectives from saving for house deposits for children and grandchildren to mitigating inheritance tax.