About me
I provide assistance to the Directors and Investment Managers of the Bournemouth office for a number of direct and Financial Adviser clients including Private Client, Trust and SIPP portfolios.
Background/Experience
I have been in this industry since leaving school having spent time working at both Barclays Wealth and Brewin Dolphin before joining Investec in March 2021.
My professional qualifications include the CISI Investment Advice Diploma and level 5 Private Client Advice. I am currently working towards completion of my level 7 Chartered Wealth Management qualification and have one exam to go to obtain the full qualification.
I sit on the CISI Committee for the local region to assist in providing topical and relevant CPD and social events to the members within our regional area and I am a proud Chartered Member of the Institute.
My interests
When not at work, I have a young family and Winston, an energetic Golden Retriever, who all keep me busy. I also enjoy reading, travelling and live music events when time allows.
My areas of expertise
Contact me via the form to learn more about....
Helping IFAs with investment management for their clients
Always having at least 3 holidays booked!