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
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Helping private clients with your life goals and investment choices
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