About me
I manage bespoke investment portfolios for private clients, independent financial advisers, pensions, trusts and charities. Portfolios are tailored to each client's requirements and objectives to ensure they achieve their financial goals and it suits their present and future needs. I work with both private individuals and IFAs where, as a team, we pride ourselves on working closely with both the adviser and their clients to help manage portfolios in a tax efficient manner. I also work closely with Investec’s in-house research team to ensure that I am always kept up to date and well informed, enabling me to make suitable decisions in line with our clients specific circumstances, risk tolerances and financial objectives.
Background/Experience
With over a decade of experience in financial services, I work within a close team of investment managers and have formed strong relationships with our clients. Before joining Investec in 2012, I graduated with a Bsc (Hons) degree in Banking, Finance and Management at Loughborough University. I have since achieved my CISI Level 7 Diploma in Wealth Management and I am also FCA registered.
My interests
I enjoy traveling with my family, with Thailand being a firm favourite. I have wonderful children and at the weekends we enjoy getting creative, going for long walks in the countryside and baking cakes.
My areas of expertise
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Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
I take great satisfaction in listening and helping my clients achieve their financial objectives. The relationship that I have with clients is key to building trust, and I like my clients to know that I am always at the end of a phone for a friendly chat.