I work predominantly with intermediaries and their clients, in and around the North West. As the regional representative for financial advisers, I help ensure that our tailored proposition for this market is competitive, clearly communicated, and delivered with excellent service levels. My main drive is to develop a close working relationship which meets the needs of advisers and their clients.
I joined Investec Wealth & Investment more than ten years ago. With over 25 years' industry experience and holding several qualifications, I’m well placed to help Financial Advisers adapt their business to the post-RDR environment.
I’m a Chartered Fellow of the Chartered Institute for Securities and Investment (Chartered FCISI) and also hold the Diploma from the Personal Finance Society (DipPFS).
I have three grown up children. I’m a keen runner – I’ve run three marathons and counting, most recently the London Marathon. I love hiking and the outdoors and took part in the last Investec Three Peaks Challenge. I also like to travel, and enjoy fine food, wine, and the arts.
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.