I work closely with financial planners, often attending client meetings to gain a greater understanding of a clients circumstances, goals and ambitions. This personal approach helps clients feel more at ease having met members of the team they will be working with. Once the financial planning strategy is agreed, part of my role is to review any existing arrangements and ensure these continue to be appropriate, as well as undertaking research to confirm any proposals we make will meet the needs and objectives of the client. I then outline the plans agreed with the financial planner and report these to the client in writing, ensuring that all the relevant information is included and that our recommendations meet the client's needs. I also liaise with the relevant providers to ensure the smooth processing of applications and information where required.
I have been with the Investec since 2022 having previously worked for Rathbone Group Plc for almost 6 years. I finished sixth form in 2015 and joined a 2-year apprenticeship scheme with Rathbone Investment Management, following this apprenticeship I joined the financial planning team in Liverpool where I completed my Regulated Diploma and Advanced Diploma in Financial Planning. I was extremely proud to become a Fellow of the Personal Finance Society at 23 years old. This knowledge and experience have helped me gain a large understanding of both the financial planning and investment management industry, which allows me to assist clients on an on-going basis at the highest of professional standards.
I'm an avid 'gym-goer' and Evertonian (depending on their recent run of form) and enjoy spending time with my partner and family in my spare time.
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Video Games... If I wasn't in this profession, I'd definitely be a professional gamer.
An organic diverse culture is at the heart of Investec, this is something which is so special, as it is something which can't be bought. The business's passion for its people and most of all its clients is amazing to see.