About me
I am responsible for developing relationships with Financial Intermediaries, including Solicitors and Accountants, understanding their clients' investment objectives and providing planning ideas to ensure they are met. I balance my time between running face to face meetings, presentations, client meetings, webinars and events in Northern Ireland and in the Isle of Man.
I am delighted to be part of a large team in the Belfast office to promote the awareness of Investec Wealth and Investment's - Bespoke DFM offering:
- AIM IHT Portfolio (including AIM IHT ISA) service
- MPS on Platforms
- Structured Product Service
- Banking Services, such as Portfolio Lending and FX
Background/Experience
I have over 30 years experience in the Northern Ireland Financial Services Industry, beginning my career as a PA with Hambro Life and working in Allied Dunbar in a variety of roles from Admin to management, Compliance to Financial Adviser. I became a Business Development Manager with Zurich IFA in 1997, and subsequently held Business Development roles with Novia & Octopus Investments prior to joining Investec Wealth & Investment as Business Development Director in April 2021.
My interests
Outside work I enjoy spending time with family, though adjusting to my new status of “empty nester” now that my son and daughter have moved to work in London, travelling, countryside and coastal walks, gym, supporting Ulster and Ireland Rugby Teams and appreciating the work of local Artists.
My areas of expertise
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