About me
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.
Background/Experience
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.
My interests
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
Where to find the best Burrito in Liverpool.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.