About me
I manage investment portfolios for a wide range of private clients, as well as for trusts and charities. To provide the best possible service I maintain a solid relationship with all my clients, and work in conjunction with financial planning colleagues or external IFAs, whereever necessary, to help them achieve their overall financial goals.
Background/Experience
I have over 25 years of experience in the financial industry and I am a Chartered Fellow of the Chartered Institute for Securities & Investment. Before joining Investec in 2006 I previously worked for a firm in Bristol.
My interests
I enjoy keeping fit and spending time with my family and friends.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with your life goals and investment choices
Helping charities and mutuals with planning and investments
At Investec we really care about our clients and providing the best service
Charlotte Selby-Rickards