About me
I provide bespoke holistic financial planning advice to individuals, families, business owners and trustees by working closely alongside my colleagues and trusted connections.
Background/Experience
Prior to joining Investec I worked for Abrdn's financial planning business in Leeds. I have over a decade of industry experience, which started as a Banker with Santander after graduating from University in Sheffield. I hold the Certified Financial Planner certification and the Chartered Wealth Manager title, two post graduate qualifications that demonstrate my commitment to help maintain high standards of advice in the industry. I am also a Chartered Member of the Chartered Institute for Securities & Investment (CISI).
My interests
Being an ex-athlete, sports have always been a passion of mine. More recently I have been taken with Okinawan culture and the history of Karate, and I have been privileged to be able to share this with others by training and assisting the instruction of Wado Ryu to the younger members of our club. I also greatly enjoy watching Liverpool FC play and spending time with friends and family.
My areas of expertise
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Helping private clients with your life goals and investment choices
We see you as more than just a client, which enables us to get to know you on a personal level and understand what's really important to you.”