About me
I am responsible for all aspects of the day to day management of client funds. This includes trusts, pension funds, charities, offshore funds and individuals.
On leaving university I started a career in accounting, before joining Investec in 2000 in the Liverpool office. I’m a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI) and have a CISI Masters in Wealth Management.
Specialisation
Investment Management
Background/Experience
I initially started a career in accounting, before joining Investec in 2000.
Qualifications
I have a BSc (Hons) in Organisation Management from Lancaster University. I’m a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI) and have a CISI Masters in Wealth Management.
My interests
I play most sports enthusiastically, including football, golf and cricket. However, my lack of any natural talent keeps this involvement mostly social. I also like to dine out whenever I can with family or with friends.