About me
I support a team of experienced investment directors who manage assets on behalf of private individuals (both directly and through IFAs), as well as trusts and pension funds.
Specialisation
Portfolio Management
Background/Experience
After graduating in 2006 from the University of Sheffield, I worked as a PA and office manager to executive-level directors at Dyson Group plc, Zadig Asset Management and RBS Group. I joined Investec Wealth & Investment's Sheffield team in 2011 to pursue a career in investment management.
Qualifications
I’ve been awarded the Chartered Institute for Securities and Investment’s Level 4 Diploma in Investment Advice, and I have a BA in French Studies.
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.