I work within the financial planning team in the Glasgow office. As a team, we specialise in all areas of financial planning and wealth management for clients. I assist the team with research and recommendation reports specific to each client's circumstances and financial planning objectives.
I graduated from Heriot-Watt University with a degree in Mathematics in 2016. Shortly after graduating, I began working in financial services as a trainee wealth management specialist alongside an asset manager based in Edinburgh, where I achieved the Diploma in Regulated Financial Planning. I then joined the team at Investec in Glasgow in 2019.
Outside of work I enjoy exploring new places both near and far from home.
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I take great pride in the service that we offer to our clients, assisting them in achieving their financial planning objectives at each stage of their life.
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.