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 above 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.