I work closely with two of the investment directors in the Birmingham office to support them in the construction and management of bespoke investment portfolios for a range of private individuals, intermediaries, corporates, trusts and charities. Alongside building on relationships with our existing clients, my role includes regularly monitoring portfolios to ensure they remain suitable for each individual’s objectives and developing new investment ideas.
I am a Member of the Chartered Institute for Securities and Investment, and I have completed both the Level 4 Investment Advice Diploma and Level 6 Private Client Investment Advice & Management qualifications. These qualifications, combined with several years of experience working in the financial sector, have given me a strong knowledge base to draw from which benefits the clients I work with. Prior to working, I obtained a BSc in Economics from the University of Birmingham and spent one year teaching English in a secondary school in Thailand.
Outside of work I am passionate about football, both playing several times per week, and watching the team I support which is Glasgow Rangers. I also enjoy travelling to new countries to experience and learn about new cultures.
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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.