As a Paraplanner, I work with the Financial Planners across the South West to help prepare financial strategies for our clients. This involves conducting research and analysis of existing arrangements and preparing client reports outlining our recommendations.
Before joining Investec, I worked as a Paraplanner at two other Financial Planning firms in the local area where I gained valuable experience and developed my technical knowledge. I hold Chartered Financial Planner status and am a Fellow of the Personal Finance Society.
I enjoy running and have completed a few half marathons. I am also a keen football fan and avid Leeds United supporter.
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.