About me
My role is 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
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Helping charities and mutuals with planning and investments
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My commitment is and always has been to strive to do my very best for our clients and to go that extra mile.
Michelle Levy