About me
As an associate Investment Manager, I work alongside a team of Investment Managers to ensure our clients' needs continue to be fulfilled by our services, all while picking up valuable skills and traits which I can carry into my career. The client is at the heart of the work we do and my role is to support the team in making the client's experience one of great value. We offer our clients bespoke solutions, tailored to meet their unique goals and it is my job to help the team in delivering this.
Background/Experience
I began my career at Investec in 2022 after graduating from Newcastle University in the previous year, where I studied Economics and Finance. Currently I am studying towards my Chartered Wealth Manager Qualification, working my way through the Level 7s.
My interests
Outside of work, I’m an active person with a passion for sports. I am a Sheffield Wednesday fan, but also love watching my local non-league side. As well as football, I enjoy tennis, golf, and padel tennis. I also love travelling the world and going on hikes with my friends, often taking my Labrador with me.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
Serving up double faults on the tennis court.
