About me
I am an investment manager in the Manchester office where we are responsible for the management of portfolios on behalf of private individuals and clients of financial advisers. As a dedicated and local team our aim is to build longstanding relationships and provide the best possible service to our clients and advisers, making their lives easier. Our portfolios are bespoke and flexible, monitored continuously and managed with tax-efficiency in mind.
Background/Experience
Having graduated from the University of Leeds in 2018 with a First Class degree in Economics I swiftly moved across to Manchester. Since joining Investec I have completed the Level 7 Chartered Wealth Manager Qualification and I am also a Member of the Chartered Institute for Securities and Investment.
My interests
At weekends you will either find me at Hillside Golf Club where I am a proud member or defending the goal for Liverpool Ramblers Amateur Football Club.
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
We put our clients and advisers at the forefront of everything we do, always going the extra mile to ensure their lives are made easier, providing them the time to do what they do best.