I work within the financial planning team in Belfast which specialises in all aspects of financial planning and wealth management for clients. I assist my team with technical research and I write recommendation reports specific to each client's individual needs and financial objectives.
I I have worked in the financial services sector since 2009 after completing my degree at Queens University Belfast. I have worked for a global bank as well as local financial planning practices before joining Investec in 2018. I am an Associate Member of the Personal Finance Society, holding the Chartered Financial Planning qualification, the Advanced Diploma in Financial Planning and the certificate in Pension Transfer Advice. I am also a Member of the Chartered Institute for Securities & Investment.
In my spare time I like to go to the gym, swim, play squash, and spend time with family and friends.
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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.