I’m the director in charge of managing our Manchester office as well as being responsible for managing significant funds for Investec clients. I look after the assets of private individuals and trusts as well as personal pension schemes and charities. Additionally, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond. The establishment of a strong relationship with my clients is of paramount importance, however working as part of a broader team is also critical to ensure that their needs can be met at all times.
I qualified as a Chartered Accountant (ICAEW) with PwC which has been the cornerstone of my professional career and has provided me with a strong basis to progress to being a Chartered Fellow of the CISI. I believe that having these two qualifications provides me with a fantastic platform from which I can serve and help my clients.
With four young children, my life is pretty busy away from work. We are an outdoor focussed family who love spending time on the water in North Wales and in the winter, trying to get to the Alps for some skiing. I am also an amateur triathlete, so spend time swimming, cycling and running when I can.
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Juggling the needs of four children with a smile!
The Investec proposition is solely focussed on the outcomes for our clients and ensuring that the service we provide fits their needs, rather than the other way around.