About me
I work within the Financial Planning team in Manchester which provides holistic Financial Planning and Wealth Management for clients looking to save for retirement or invest for the future and those wishing to undertake estate and succession planning. We work with clients to understand their long term financial goals and objectives and help them establish a suitable financial plan towards meeting their financial aspirations. We work collectively with our clients to develop a relationship whereby they have control and peace of mind over their finances.
Background/Experience
After graduating from Nottingham Trent University with a degree in Economics, I joined Investec in 2016 working within the Financial Planning Administration Team within the Leeds Office. I subsequently joined the Manchester Office in 2018, initially supporting Financial Planners in a Paraplanning capacity before transitioning initially into a Trainee Financial Planner and subsequently an Associate Financial Planner in 2022. I am currently studying to become a Chartered Financial Planner with the CII following the completion of the Diploma in Regulated Financial Planning.
My interests
Outside of work I enjoy spending time with my girlfriend and two cats. I am also an avid sport fan playing golf regularly and being a passionate supporter and season ticket holder of my local football team.
My areas of expertise
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Helping private clients with your life goals and investment choices
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Supporting the local pubs of Macclesfield.
At Investec our purpose it to create enduring worth – living in, not off society. Forging strong relationships and understanding our clients is paramount to this.