I work closely with two senior investment directors, helping to manage a significant and expanding asset base. I liaise closely with both professional intermediaries and individual clients and now manage my own expanding client bank at Investec Wealth & Investment.
I joined the company in September 2006 and qualified as a full Member of the Chartered Institute of Securities & Investments in 2009, after successfully completing the Securities Institute Masters in Wealth Management. After graduating from the University of Leicester with a BA (Hons.) in History, my initial experience of discretionary fund management was at Barclays Personal Investment Management. I’ve also worked in a financial planning environment at Aviva.