About me
As a Paraplanner, I work closely with a highly professional and friendly team of Financial Advisers, Paraplanners and Client Support staff to prepare clear and comprehensive solutions to clients on Investment, Retirement and Inheritance Tax planning.
Background/Experience
After a five year degree spent across the UK, Germany and China, I graduated from University of Liverpool with a BA First Class Honours in Business and German. Shortly after, I joined Investec and completed the Level 4 Diploma in Regulated Financial Planning. I am currently working towards the Level 6 Advanced Diploma, gaining valuable knowledge along the way to ensure our clients are provided with a highly technical and robust Financial Plan.
My interests
Outside of work I enjoy travelling around the world, learning new languages and anything yoga related. However, nothing beats snuggling up on a sofa with a cup of tea and a great book!
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with their life goals and investment choices
I'm also an expert in...
Finding the 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.