About me
As a Chartered Financial Planner I work with our clients to determine and achieve their financial goals in the areas of wealth protection, retirement planning, estate planning and investment planning. I take a holistic view of our clients’ finances and develop a tailored roadmap for their success. I do so by helping them to make informed decisions, which starts with demystifying industry jargon and clearly explaining the options that are available. I also work closely with other professionals such as Investment Managers, Solicitors and Accountants to provide an all-encompassing, robust advice.
Background/Experience
After a five year degree spent across the UK, Germany and China, I graduated from the University of Liverpool with a BA First Class Honours in Business and German. I am a member of the Chartered Institute for Securities and Investments and also hold a Level 6 Advanced Diploma in Financial Planning.
My interests
As a multilingual speaker, outside of work I love to travel and put my language skills to the test. When not jetting overseas I enjoy hiking, running with my dog, practicing yoga and spending time with my partner and friends.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Finding best yoga classes.
At Investec, we recognise that each one of us, including our clients, has their own unique identity and culture. We build on everyone's individualism rather than try to fit everyone in the same box.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.