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.
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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