About me
I have been a part of the Manchester Portfolio Management Team since 2022. We manage discretionary assets for a range of private clients, charities and businesses, constructing and implementing investment strategies based upon their unique circumstances.
Background/Experience
I began my career in 2017 at Evelyn Partners Belfast, where I spent five years as an Investment Manager and research specialist before returning to my hometown of Manchester in 2022. Professionally, I have a keen interest in direct equity research, and I sit as a contributing member on our Global Equity Portfolios Committee. I am also a member of the Chartered Institute for Securities and Investment and obtained my Chartered Wealth Manager qualification in 2019.
My interests
After living away from Manchester for the last few years, I have loved rediscovering everything the North West has to offer (everything but the weather!). On weekends, I can usually be found listening to any kind of live music, exploring new hiking trails or volunteering in my local community kitchen.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Learning languages. I have a degree in Spanish & Arabic, and am always looking for opportunities to practise speaking them - opportunities which usually manifest as holidays!
Investec provides clients with a unique combination of personalised advice & bespoke investment portfolios, backed up by industry-leading research capabilities.