About me
I provide investment assistance within an experienced team of investment directors who focus on managing investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers, to whom I am a key point of contact.
Background/Experience
I joined the Birmingham office of Williams De Broë (now Investec Wealth and Investment UK) in 2009 and have remained with the firm since. I developed and progressed my career over the years, relocating to the London and Guildford Offices. I have completed the CISI Level 4 Investment Advice Diploma and now a member of the Chartered Institute for Securities & Investment (Chartered MCSI).
My interests
I enjoy travelling, art, music and spending time with my family.
My areas of expertise
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