About me
My main role is to provide support to the financial planners in the office. I aim to free up as much of their time as possible so that they can concentrate on meeting and working with clients whenever needed. My day-to-day varies depending on the needs of the client.
Background/Experience
I have been working in the finance industry since 2011, starting at Aviva in their pension customer service department. I then moved into financial planning, working as an administrator for a year before progressing into paraplanning. I hold the CII Diploma qualification, which gives me a wide base of knowledge to help in my day-to-day role.
My interests
I have been heavily involved in the Sheffield Giants American Football team as their Club Secretary and Game Day Manager for a number of years. I love to cook and enjoy trying out new recipes and techniques. I am often found at the cinema and I love watching all kinds of films
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 a specialist in long, winding discussions about films.
Investec cares about its people and is a great place to work. This reflects in the service we offer to our clients.
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.