I support Tom Whillier in the Financial Planning Team at our offices in London. Tom provides advice to clients on retirement, estate and protection planning. I prepare and implement the recommendations Tom has provided and maintain the ongoing administration.
After graduating in 2009, I worked for three Independent Financial Adviser firms in London before joining Investec Wealth & Investment in 2017.
I have a BA (Hons) in Financial Services and hold the Diploma in Financial Planning. Currently studying for the Advanced Diploma in Financial Planning and hope to complete this by the end of 2018.
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.