Divisional Director
Investec is an international, specialist banking group and asset manager that provides a diverse range of financial products and services.
Experienced Investment Director and team leader with a demonstrated history of working in the financial services industry. Leading a wonderful office of Investment Managers and Financial Planners in Sheffield. My passion and experience is in advising and managing High Net Worth individuals, Entrepreneurs, Charities, Pension Schemes and Financial Mutuals. I have also built strong and successful relationships with external IFA’s. I have an open and honest approach coupled with strong communication skills that put clients at ease. Skilled in Investment Management, Inheritance Tax Planning, Pension planning and managing teams.
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