About me
I manage a variety of discretionary portfolios on behalf of private individuals, charities, trusts, financial advisers and other intermediaries, working alongside Senior Investment Managers within the office. I run monthly ratio analysis of Investec's researched stocks to help pinpoint the highest quality companies for client portfolios. Aside from this, I regularly listen to fund manager presentations and provide summary notes for the office so we stay informed about what we're holding.
Background/Experience
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. Since joining Investec in 2018 I have passed the Level 7 CISI Chartered Wealth Manager qualification and will take the CFA Institute Certificate in ESG Investing early in 2022.
My interests
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.
My areas of expertise
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Helping private clients with their life goals and investment choices
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