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

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Sand banks
Kathryn Moncur

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.