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.
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.
I enjoy taking part in sports and generally being outdoors and keeping fit. I have also played the guitar for several years.
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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.