About me
I work as part of the dedicated Wealth Planning Team within the Liverpool office, specialising in providing cradle to grave financial advice for high net worth clients. Service is extremely important to me and I pride myself on going the extra mile for all my clients. One of my core qualities is helping clients who have little or no experience with financial affairs or vulnerable clients who perhaps need some additional support.
Background/Experience
I’ve worked in the financial industry since 2001 and joined Investec in January 2007, having previously worked as a research analyst for investment bank Numis and holding graduate roles for W H Ireland and Blankstone Sington. I have also been heavily involved with the industry’s professional body, the Chartered Institute for Securities and Investment (CISI). I served 12 years on the local committee for the Liverpool, Chester & North Wales branch, including two years as the first female regional President.
Qualifications include:
- Fellow of the Chartered Institute for Securities & Investment
- Chartered Wealth Manager
- BA (Hons) Economics degre
My interests
With a relatively young daughter at home, the majority of mine free time is spent with Charlotte and my husband Phil. We are an active family and love being outside so weekends are often spent making excellent use of our National Trust membership. When I get time, I am also a keen baker.
My areas of expertise
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Helping private clients with your life goals and investment choices
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The secret to making the ultimate rocky road.
Life rarely moves in a straight line and I provide clients with the peace of mind that whatever the situation, we can tailor advice to meet their current needs whilst also considering future aspirations.