About me
I am part of a team that manage portfolios on behalf of private clients, charities, trusts, pension funds and offshore bonds. Our focus is on personal service and really understanding the needs that you have and what you hope to achieve from your Investment. It is only once we understand these details that we can consider how best to structure your investment strategy.
Background/Experience
Following the completion of my honours degree at Bournemouth University, I worked in a managerial position within the property sector specialising in developing corporate relationships with significant companies such Persimmon and Taylor Wimpey. In 2014, I was recruited to join Investec Wealth and Investment, to be trained to undertake portfolio management and be a point of contact for clients. Having completed the Investment Advice Diploma, I have now moved forwards to undertake my Chartered Wealth Managers Qualification.
My interests
In my spare time I love being outdoors and traveling. My favourite hobbies are horse riding, mountain biking and snowboarding with family and friends.
My areas of expertise
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Helping private clients with their life goals and investment choices
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We spend the time to get to know our clients and develop very close professional relationships with them. These extend through generations of families who all use our services. I always look forward to their calls and receive great satisfaction helping them meet their financial goals.
Kimberley Drake