About me
I work within the Financial Planning team in Belfast which specialises in all aspects of Financial Planning and Wealth Management for clients. Something that really appeals to me about Financial Planning is how much it can really help people; and I think that this is something that is often overlooked when people think about a Financial Planner. The job ranges from helping people understand the basics of their financial situation; to solving very complex financial problems for clients. In both instances, and all the cases in between, it’s all about helping the client to understand their financial goals and to plan for their future to achieve their aspirations.
Background/Experience
I have worked in financial services since 2009 after completing my degree at Queens University Belfast. I am a Fellow member of the Personal Finance Society (PFS) and hold the Chartered Financial Planning qualification. I am also a Chartered member of the Chartered Institute for Securities & Investment (CISI).
My interests
In my spare time I like to play squash, swim and spend time with family and friends.
My areas of expertise
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Helping private clients with their life goals and investment choices
Investec truly care about their people, creating an environment where staff can thrive and deliver the best outcomes for clients. Clients can expect recommendations and solutions that meet their individual needs and goals, drawing on all of Investec's in-house expertise, whilst receiving outstanding professional service at all times.
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.