Director - Wealth Planning
I work closely with Max Richardson to provide bespoke wealth planning solutions for high net worth private clients and their families. I manage portfolios for private individuals, companies, personal pensions and charities. Building a detailed understanding of your personal circumstances and current position is at the heart of what we do. Together we will align your needs, values and your personal goals to give you a holistic picture of your overall finances and how we can achieve your objectives. I work within a team where we have a robust investment process with a proven track record, supported by a wider team of expert analysts and financial planners.
I am a member of the Chartered Institute for Securities and Investment and have over eleven years’ experience in private client investment management. I joined the industry after graduating from Newcastle University with a BA Honours degree in Geography. I started my career at Williams de Broë before joining Investec in 2012. I hold the CISI Chartered Wealth Manager qualification and the CISI Diploma in Financial Planning and Advice. I am involved with the Investment Academy, as a group we encourage a culture of perpetual learning to help investment managers enhance their competitive edge and decision making.
I’m a keen runner and can be found pounding the roads of Hampshire when not running around after my daughter, dog (and husband). I love anything to do with the outdoors and cooking, as well as learning about and experiencing different cultures.
My areas of expertise
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Helping private clients with your life goals and investment choices
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I believe it is essential to understand what makes clients tick, people are the core of our business. At Investec we are driven by a commitment to provide the highest possible level of client service.