About me
I provide investment support to Scott Jones and Will Thomas, as well as liaising directly with clients and advisers. As a team, we manage portfolios on behalf of private clients, trusts, company pension schemes and charities. Through working with our clients, we look to create and manage bespoke portfolios which meet their needs and objectives. Our approach is always to ensure we can provide a truly personal service and become trusted advisers.
Background/Experience
After graduating in 2012 from the University of Southampton with a First Class Honours degree, I worked within fundraising and development for Bournemouth Symphony Orchestra for four years. I have always enjoyed being able to build long and lasting relationships with clients and pleased to be able to continue to do so at Investec Wealth & Investment. Since joining the firm in 2017, I have completed the CISI Investment Advice Diploma and I am currently studying towards the CISI Chartered Wealth Manager Qualification.
My interests
Outside of work, I am a keen musician and enjoy performing in big bands. I am also a keen cyclist, swimmer and enjoy making the most of living near the sea with coastal walks.
My areas of expertise
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Helping private clients with their life goals and investment choices
I believe the combination of a leading research department, together with a specialist Investment Manager, offers our clients the ability to achieve consistently strong investment performance which is personally delivered.