Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
As Business Development Director for the Bournemouth office, I work with professional advisers to achieve the most suitable investment solutions for their clients. In order to do this it is important to get to know both the adviser, their business and how they build relationships with their clients - a personal and high level of service is very important to me, therefore, relationship management is also a key part of my role. My aim is to add value and assist advisers in supporting their clients when making some of the most important financial decisions, for both theirs and their families' future.
Background/Experience
I started my financial services career at Abbey Life in 1994 and then moved to Investec in 1997 (previously Williams de Broë/Christows). During my time here I have held a number of roles from administration, training, project management, broker support to sales & marketing/events. This experience has enabled me to have an in-depth understanding of our internal systems/requirements, which in turn has helped me to support both professional advisers and their clients building many strong, long term relationships.
In order to have an even better understanding of Advisers and their clients' needs, I am currently studying toward the CII Diploma in Regulated Financial Planning and have recently gained both the CII Certificate in Discretionary Management and Certificate in Securities Advice & Dealing.
My interests
Outside of work I enjoy going to yoga, the gym, running (although much prefer obstacle course races!) and skiing holidays. My other passion is old VWs and enjoying weekends away camping with family & friends and helping our friends run their Vintage Nostalgia Festival.
My areas of expertise
Contact me via the form to learn more about....
Helping IFAs with investment management for their clients
I'm also an expert in...
Getting lost while out running in the forest, and drinking hot chocolate and rum on the slopes in Austria.
Investec creates truly bespoke investment strategies, individually tailored to the unique needs of each of your clients and with close collaboration between Bank & Wealth you can have it all under one roof.
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.