About me
My role is to look after the investments of our clients, aiming to deliver investment expertise and high levels of client service.
Background/Experience
I am a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). Between 2017 and 2022 I was the Director responsible for the Birmingham Office of Investec. Since 2022 my focus has been working with clients and meeting their financial objectives. I am a people person and enjoy daily contact with our clients and our Team in the Birmingham office.
I hold the Chartered Institute for Securities and Investment (CISI) Diploma, and I’m a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).
My interests
I spend as much time as possible outdoors. With two teenage children, a lot of that time is spent on the side of sports pitches. I try to get involved too - either coaching cricket or trying to resurrect an ageing hockey career - not good for the knees!
My areas of expertise
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