I work within the Liverpool Wealth Planning team, providing comprehensive lifestyle financial planning to private clients. This process involves working with clients to help them establish their long term financial goals and then structuring their wealth appropriately in order to help achieve these goals as tax efficiently as possible.
I hold the Advanced Diploma in Regulated Financial Planning with the Chartered Insurance Institute and have achieved Chartered status with the Chartered Insurance Institute (CII) and Chartered Institute of Securities and Investments (CISI).
I enjoy playing golf and the occasional game of five-a-side football. I love to travel and I'm always on the lookout for new restaurants to try out.
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Where to find the best local restaurants.
Investec provide a fully rounded service of expert investment management and financial planning advice, providing the perfect platform of expertise to help clients achieve their short and long term financial objectives.