About me
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.
Background/Experience
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.
My interests
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.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
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We provide a bespoke service to our clients, within which we are constantly striving to go above and beyond expectations.