I provide support to an experienced team of investment managers who focus on managing investment portfolios for private individuals, trusts, charities and pensions. I enjoy having direct contact with both clients and financial advisers on a daily basis, to whom I am a key point of contact to provide assistance.
After joining the company in 2006, I initially provided administrative support, specialising in corporate actions, before being promoted to Investment Assistant, following the attainment of the Certificate in Investment Management in 2010. I am now a Chartered Member of the Chartered Institute for Securities & Investment (Chartered MCSI) and completed my Investment Advice Diploma in April 2017. Following the attainment of this qualification I was promoted to Senior Investment Assistant.
I have a wide range of sporting and recreational interests. They include cycling, lifting free weights, gardening and photography. I have completed the London Marathon and raised money for a charity close to my heart. I also enjoy cooking, long country walks and spending time with my husband, family and friends.
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We provide a bespoke service to our clients, within which we are constantly striving to go above and beyond expectations.
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.