As part of the court of protection team, my priority is to ensure our clients day-to-day administrative requirements are completed on a timely basis. It is an enjoyable role which focuses on communicating with our clients on a regular basis, ensuring any funding requirements are met and keeping up to date with the regulatory and investment processes we have adopted within the team to best serve our clients.
I have gained experience working at Natwest Securities and Hambros Bank in various roles including unit trust administration and client liaison roles before joining Investec, working in the specialist court of protection team.
Watching Liverpool F.C. win the league was a great joy after three decades. Travelling to new places is enjoyable with football no longer taking up my weekends which was my real passion.
My areas of expertise
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Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
Our specialist team understand and take very seriously the trust and responsibility we have been given by our clients to ensure their funds last as long as possible during their lifetime.