About me
My role is to provide support to our team of specialist charities investment managers, dealing with all aspects of administration and liaising directly with clients, thereby ensuring a high level of service.
Background/Experience
My working history started at Investec in 1985 and I am part of the specialist charities team. I became a Registered Representative in 1989 and have over three decades of financial administration experience in both the support office and client facing roles which I use to the benefit of clients.
My interests
My hobbies include running, cooking for the family and walking the dog. I also enjoy travelling to Australia regularly to visit my sister and her family.
My areas of expertise
Contact me via the form to learn more about...
Helping charities and mutuals with planning and investments
Providing handy cooking tips, such as to try putting olive oil, oregano and feta cheese on new potatoes and cooking them in the oven for an hour on slow.
My commitment is and always has been to strive to do my very best for our clients and to go that extra mile.
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.