As a Business Development Director my role is develop professional intermediaries’ investment propositions to deliver positive outcomes for their clients, through carefully selected wealth and banking solutions that can be tailored to meet the individual client’s requirements.
I specialise in working with financial advisers, law firms and accountants providing ideas and exceptional service to help grow and develop their businesses through regulatory updates and sharing of best practice.
I have over 13 years’ experience within financial services, always working with financial intermediaries.
Golf, Football, Rugby and Cricket.
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Locating soft play centres for my 3 year old twin girls to explore whilst storing my golf clubs in the boot of my car.
The ability to offer a truly bespoke service is something rare in the market place, whether this be via the private bank or the bespoke investment service is something which makes us different.
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.