For me, clients come first. Understanding what each individual wants to achieve in life, and how we enable that through their financial assets and financial planning, is my core objective. I delight in building and implementing a financial plan that is tailored to every client's present and future needs, and ensuring that that plan is delivered to the highest standard.
Starting one summer two decades ago, my financial services experience stemmed from back office roles while I was studying towards the Diploma in Financial Planning (CII). I then moved into a Paraplanning role, which involved researching and writing technical advice reports. Fast forward to today, I am now a Chartered Financial Planner and my passion is advising clients on their financial matters, by getting to the heart of what is important to them, and how their finances can be structured around their lives. 20 years of experience within the industry allows me to draw on a wealth of knowledge.
Family-time is important to me, and I especially enjoy local walks or trips to the beach. As well as being a keen baker - I would love to appear on the Great British Bake Off - I am a gym-goer and a keen tennis player too. Exercise then is particularly important, as from time to time I confess to enjoying some of the creations that I bake.
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Investec offers clients a bespoke and tailored plan to suit their circumstances. There is no expectation for anyone to fit into a mould, no out of the box solution; everyone is treated as an individual to obtain the best outcome.
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.