As a paraplanner I support our London financial planning team. My role focuses on research and analysis, preparing client reports, as well as assisting in client meetings and providing ongoing administrative support. I enjoy meeting clients and developing an ongoing relationship with them.
I have worked in the financial services industry for over a decade. During this time I have built up a broad understanding of all aspects of financial planning and have seen many changes. I have a Diploma in Financial Planning through the CII and I am working towards Chartered status.
I am married with children, and enjoy spending time with my family and friends.
My areas of expertise
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At Investec every client and their individual needs are important to us. I enjoy helping each client achieve their goals.