I specialise in helping clients identify and achieve their investment goals, I work with individuals, pension funds, charities, professional intermediaries, offshore funds and trusts. Based in the Liverpool office I help clients build a suitable portfolio of assets to meet their needs by investing across various asset classes, including UK and overseas equities, fixed interest, hedge funds, infrastructure funds and structured products.
After graduating from university I went into accounting, before joining Investec in 2000. I am a Chartered Fellow of the Chartered Institute for Securities & Investment, as well as a Chartered Wealth Manager, I have a CISI Masters in Wealth Management.
I play most sports enthusiastically, including football, golf and cricket. However, my lack of any natural talent keeps this involvement mostly social. I am also the Chair of Governors of a local primary school.
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Clients are at the heart of everything we do, what gives me most satisfaction is helping clients achieve their financial goals through long and trusted relationships.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.