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.