About me
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.
Background/Experience
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.
Qualifications include:
- 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.
My interests
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.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with your life goals and investment choices
I'm also an expert in...
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.