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.
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..
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