About me

As a Senior Investment Manager I work closely with clients and/or their advisers to construct and manage bespoke portfolios to match their objectives and risk profiles which will deliver in the short, medium and long term. Communication is important and I like to meet clients and maintain regular on-going dialog so clients are kept fully informed with how their investments are performing - even in difficult markets!    

Background/Experience

Having been in the industry for over 25 years, most of which have been spent at Investec, I have had a number of roles. Having started as a 'Stockbroker' (investment management) - I moved into Compliance and headed the team ensuring the company adhered to external rules and internal controls. This eventually moved full circle and I moved back into Investment Management with the added responsibility of managing the team in the Exeter Office. I am a people person and enjoy both the day-to-day interaction with both my clients and Team in Exeter and get great satisfaction in helping all reach their ultimate objectives. Qualification:  Fellow Chartered Securities Institute (Level 7). 

My interests

I spend my free time outside as much as possible. I am mum to 2, sporty, teenage boys - so when I'm not standing on the side of a pitch or court, I like to run, cycle or walk the dog. My other love is baking and with an appreciative audience at home - I tend to produce at least 2 cakes a week... with differing success.

My areas of expertise

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