About me
I am a qualified Investment Director working closely with the senior investment directors on my team, assisting them to provide a personable and bespoke investment management service to Private Clients, Trusts, Corporates and Charities.
Background/Experience
I started work at Williams De Broë in 2011 and joined Investec Wealth & Investment as a result of the takeover of Evolution Group in 2011. With over a decade of experience in financial services, I have formed a strong knowledge base of how our business can work best to benefit my clients. I am committed to helping others meet their financial objectives by working closely with them and their advisers in order to achieve their investment goals.
Qualifications
I graduated from Leicester University in 2009 with a 2:1 in History & Politics. During my time at Investec Wealth & Investment, I have completed the CISI Level 4 - Investment Advice Diploma and the CISI Level 7 - Chartered Wealth Manager Qualification.