As part of the Liverpool discretionary fund management team I help create bespoke, multi-asset portfolios on behalf of private clients, trusts, charities and pension funds. I help tailor investment solutions to individual needs to ensure that clients achieve their financial objectives whether that is long-term capital growth or producing additional income to supplement their lifestyle.
Prior to joining Investec I completed a Master of Arts in Economics at Heriot-Watt University, Edinburgh. Since joining Investec I have completed the Investment Advice Diploma and the Chartered Wealth Manager Qualification.
In addition to travelling abroad whenever I get the opportunity, I spend a lot of my time running, cycling and swimming around the streets/docks of Liverpool.
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