About me
I have completed CISI Chartered Wealth Manager Qualification and also hold the CISI Investment Advice Diploma. I graduated from University of Southampton with a psychology degree and have worked in client facing roles across previous jobs and since joining Investec. I enjoy building my knowledge on the technical aspects of the role with study and research but communicating with clients on a daily basis and helping them to achieve their objectives has been the most valuable for my development.
Background/Experience
I have completed the CISI Investment Advice Diploma and I am currently studying towards the CISI Chartered Wealth Manager Qualification. I graduated from University of Southampton with a psychology degree. I have worked in client facing roles in previous jobs and since joining Investec. I enjoy building my knowledge on the technical aspects of the role with study and research but communicating with clients on a daily basis and helping them to achieve their objectives has been the most valuable in developing my skills.
My interests
Outside of work, my husband and I have a young son who keeps us on our toes. Living in Somerset, there are many places to explore and we regularly find ourselves hiking, cycling or climbing something. When I get five minutes to myself, I enjoy running and playing cricket with a local ladies team
My areas of expertise
Contact me via the form to learn more about...
Helping private clients with their life goals and investment choices
- Bespoke portfolio management
- Managing finances after divorce
- Investing for your children's future
- Financially coping with life-changing events
- Receiving an inheritance
Helping IFAs with investment management for their clients
High level negotiations with small children.
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.