About me
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.
Background/Experience
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.
My interests
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....
Helping private clients with their life goals and investment choices
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.