I work in the financial planning team, providing office-based technical and administrative support to the financial planners and a second point of contact for clients.
I joined the Leeds financial planning team as a paraplanner in 2013, and have worked in financial services for most of my career, gaining wide industry experience. I hold the Diploma in Regulated Financial Planning (DipPFS) with the Chartered Insurance Institute.
I enjoy spending time outdoors and eating out with friends and family.
My areas of expertise
Contact me via the form to learn more about....
At Investec we provide a service tailored specifically to our clients' individual circumstances, with the needs of the client at the heart of everything we do.
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.