My main focus is to help clients achieve their financial objectives by devising a solution that meets both their present and future needs. I mostly work with private individuals, trusts and independent financial advisers, specialising in constructing investment portfolios that help reach their financial goals in the most tax efficient manner. Wherever appropriate, I work closely with my financial planning colleagues to identify suitable pension and tax planning opportunities to ensure my clients receive the best possible financial advice. I also pride myself on being client focussed, organised and my attention to detail.
During my considerable time with Investec I have forged close relationships with all my clients. Before joining the firm, I worked in corporate banking at NatWest and completed a secondment with NatWest Stockbrokers in their London retail stockbroking division. I have a strong general financial background as well as investment management.
- Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI).
- Diploma of the Personal Finance Society (DipPFS).
- Advanced Financial Planning Certificate.
- BA Hons in Financial Services.
I am a keen skier and an avid follower of Blackpool Football Club. I am also interested in aviation and I am working towards my private pilot’s license.
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Navigating the skies above Liverpool.
Investec is very client focussed, and I take great pride and satisfaction in helping my clients achieve their financial goals.