My main focus is helping clients achieve their financial goals. I work with a range of clients, constructing tailored portfolios to match their current and future needs. I also work closely with financial planning colleagues, who specialise in areas such as retirement planning and tax planning, in order to provide a more holistic service.
Prior to joining Investec, I worked as a research analyst for a number of years, specialising in UK Equity investments. I hold the Chartered Wealth Manager qualification and the Investment Advice Diploma from the Chartered Institute of Securities and Investments (CISI). I have also completed the CFA Level 1 examination and hold an Honours degree in Economics from the University of Liverpool.
Outside of work, I enjoy keeping active through running and practising yoga.
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At Investec, integrity is ingrained into everything we do. We are committed to providing the highest level of service to our clients in a personal way.
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.