About me
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.
Background/Experience
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.
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 am also the Chair of Governors of a local primary school.
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with your life goals and investment choices
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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.