About me
My role includes working with a broad range of clients and their interests at different stages of their lives. This may include those who are in the wealth accumulation phase, or who have exited a business or due to retire
Increasingly our clients wish to pursue ESG (Environmental, Social, Governance) & Sustainable Investing which has become an area of keen personal interest and knowledge.
Furthermore, I provide discretionary fund management (DFM) services for a number of financial advisers across the North West and beyond.
Background/Experience
Since graduating, I pursued a career in Financial services. Prior to moving to Investec in 2018, I was a Private Client Manager at Brown Shipley.
Qualifications
I have an International Business degree from the University of Liverpool. I am a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCSI).
My interests
I love traveling and experiencing new cultures and cuisines! Whilst at home you will find me taking my Miniature Dachshund for walks or touring local coffee shops!