About me
Provide investment focussed support to Investment Managers whilst liaising with clients, colleagues and intermediaries as required. Focusing on the account opening process, preparing written investment proposals and assisting in the preparation of bespoke investment reports and portfolio reviews. Monitor the team’s 'Know Your Client' reviews and assist in the maintenance of accurate and up to date KYC information. Build orders and place deals as directed by a competent Investment Manager.
Background/Experience
Associate member of the Chartered Institute for Securities and Investments. Graduated from Liverpool John Moore's University with a 1st class degree in Accounting and Finance.
My interests
Enjoy playing football and keeping fit by going to the gym. Have also just started playing golf (badly). Spend most of my time out of work with my family.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Scoring hat-tricks on the football pitch.
What attracts me about working for Investec is the bespoke management service we offer to all variety of clients.