Meet the team
Liverpool - Wealth & Investment
Senior Investment Director
I specialise in helping clients make the right investment decisions. I advise them on investments during their professional career, pre- and post-sale of their business, optimising income up to and beyond retirement, tax-efficient investments and managing family assets for the next generation. I’m responsible for implementing the investment strategy and day-to-day management of portfolios. I help create the most suitable portfolios for returns on a risk-adjusted basis using a spread of investments across different asset classes including UK and overseas equities, fixed interest, hedge funds, infrastructure funds and structured products.
To find out more about the services we offer, please get in touch.
I bring more than 19 years’ experience to my role. A graduate of Manchester University Law School, I joined Investec Wealth & Investment in 1998 as a trainee media analyst before moving across to the Private Client Investment Management division in late 1999.
I’m a Chartered Fellow of the Securities Institute and hold a Diploma from the Personal Finance Society. In 2010, I was named in the national ‘Top 40 under 40’ list of private bankers in the UK and UK offshore, organised by industry body PAM Insight.
I am a member of the Liverpool Voluntary Aid Club and sit on the corporate fundraising committee for Blackburn Cathedral. I also play for the Liverpool Ramblers Association Football Club and I’m a member of Formby Golf Club.