I am an Investment Director for the Investment Management team in the Belfast Office. I manage portfolios for private clients, pensions, trusts and corporate entities.
Associate Investment Director
I began my career with BWD Rensburg (now Investec Wealth & Investment) over 20 years ago. I have undertaken a number of different roles including Personal Assistant, Investment Manager, Associate Investment Manager and now Investment Director.
I enjoy building client relationships and working closely with financial advisers and other intermediaries.
I am a proud member of ‘Women in Business’ N.I. and the Lean In ‘Women in Finance’ circle.
I am currently a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI). I have the CII Financial Planning Certificate; CII Diploma in Financial Planning; CISI Securities Representative and CISI Private Client Investment Advice and Management.
I enjoy spending time with my family, travelling and running.
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.