I work alongside a Senior Investment Director covering a wide range of clients including high-net-worth individuals, pensions, ISAs, bond portfolios, charities and corporate clients.
I started my career at Royal London Platform Services in their Key Accounts team before joining Investec Wealth and Investment. I hold the Investment Advice Diploma and am studying for the Chartered Institute for Securities & Investment’s Level 7 Masters in Wealth Management.
I enjoy swimming, skiing, snowboarding and cycling. I also enjoy reading and anything automotive - I regularly attend events and race weekends. I live in Bath with my fiancé and our mini dachshund.
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Training stubborn dogs.
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