As a Wealth Administrator I work closely with the South West regional Financial Planning team, both Financial Planners and Paraplanners, to enable the research and reports for clients to be completed. I liaise with all parties involved from the start of the clients Investec journey and beyond as their needs change. I am also here to help clients with any administration queries should they need assistance, and to provide an initial point of contact for the team.
Before joining Investec, I worked as a pensions administrator where I developed my knowledge of pension products, retirement options and retirement planning.
I've always enjoyed dance and I take lessons in ballet and street commercial. I am also a keen reader and enjoy spending time with friends and family when I can.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
I'm also an expert in...
Finding the best local cocktails wherever I go.
Investec truly values its clients, its people and its culture. This empowers us to deliver the best possible service to our clients