Working as a Paraplanner for Investec, I work alongside our Financial Planners to support them in providing their clients with research, report writing and regular reviews.
I have worked within the Financial Services sector for a number of years now in varying roles. This has provided me with a wide spectrum of knowledge from sending off letters of authority at the early stage of a client relationship to now working on the final suitability reports. I currently hold the Level 4 Diploma in Regulated Financial Advice and am working towards holding Chartered Status in the coming years.
Outside of work I am a keen foodie and will often be found in the kitchen with my head in a new recipe book. I am also an avid golfer and sports fan in general following my childhood team, Arsenal.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
I'm also an expert in...
Where to find the best Burrito in Liverpool.
Investec is like no other company I have worked, no matter your position, your opinion and voice is heard.