Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
As a member Liverpool Discretionary Desk I help create bespoke, multi-asset portfolios on behalf of private clients, trusts, charities and pension funds. I help tailor investment solutions to ensure that clients achieve their financial objectives, whether that is long-term capital growth or producing additional income to supplement their lifestyle. Alongside my responsibilities on the Discretionary Desk I also sit on the IW&I Fund Service Investment Management team.
Background/Experience
Prior to joining Investec I completed a Master of Arts in Economics. In my time at Investec I have completed the Investment Advice Diploma and the Chartered Wealth Manager Qualification.
My interests
In addition to travelling abroad whenever I get the opportunity I enjoy training for and taking part in triathlons, walking and golf.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices

The genuine team approach that underpins everything we do sets Investec apart.
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.