By producing suitability reports and making and executing trade recommendations I support the work of several investment managers in the Cheltenham Office, specifically Charles Lawson and Ed Mawle. I run monthly ratio analysis of Investec's researched stocks to help pinpoint the highest quality companies for client portfolios and work with the Cheltenham Discretionary Desk helping to manage their collective portfolios. Aside from this, I regularly listen to fund manager presentations and provide summary notes for the office so we stay close to what we're holding.
Following my Accounting for Management degree at Aston University I spent two years with Self Financial Planners in Stratford-upon-Avon, initially as a fund analyst before working as a paraplanner. During my time at Investec I have passed four exams as I aim to complete the CISI Chartered Wealth Manager qualification in the near future.
Outside of work I compete in powerlifting competitions with the ABPU throughout the year. I also love spending time with friends and family, especially whilst visiting the local restaurants and pubs - it's all about balance.
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