About me
I have worked for Investec since 2018, working alongside the Financial Planners to support in the research, report writing and review of a client's financial planning arrangements. I have completed my chartered financial planning qualifications and I am now putting the knowledge I have learnt into practice when preparing Investment, Retirement and Estate Planning advice for our clients.
Background/Experience
BSc (Hons) in Mathematics from the University of Liverpool.
CII Chartered Financial Planner.
My interests
I enjoy going for walks in the countryside, spin classes and eating out at my favourite restaurants.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
The best places for food in Liverpool.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.