About me
As an Associate Investment Manager I provide ongoing support for several Investment Directors in the Cheltenham office. I assist in the day-to-day management of portfolios for individuals, intermediaries, trusts, charities, pension funds and corporate clients. I work with a client's Investment Director to develop a greater understanding of their current position, requirements and financial objectives.
Background/Experience
I joined in August 2017 after graduating from the University of Exeter and I am currently studying towards the Chartered Wealth Manager qualification, having completed the Investment Advice Diploma.
My interests
I enjoy taking part in sports and generally being outdoors and keeping fit. I have also played the guitar for several years.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Where to find the best rums in Cheltenham.
During my time with Investec I have come to realise the significant impact we are able to have, allowing our clients to spend more time focusing on what is most important to them.