My role is to assist the Financial Planners in researching and formulating the best advice for our clients and preparing suitability reports. I also review our client’s investments on a regular basis to ensure that these remain suitable and in line with their objectives.
I have worked in the industry since 2004 and previously worked at Rathbones before joining Investec in 2015.
I currently hold my Diploma in Financial Planning and I am undertaking further exams to become a Chartered Financial Planner.
I go to the gym regularly and particularly enjoy spin classes. I am also a keen Everton fan and follow them both home and away.