As a trainee investment manager I work with a team who are responsible for investment strategy and day-to-day management of funds for individuals, trusts, charities, offshore and pension funds. I have also spent time in the financial planning team to broaden my knowledge around all areas of financial planning. This combined experience has allowed me to develop a well-rounded background in wealth planning which I hope to develop as progress in my career.
I graduated from the University of Liverpool with a First Class Honours degree in Business Economics. I then spent a short time working in audit completing six accountancy exams before moving into my current role. Since joining Investec, I have completed the Investment Advice Diploma and am now studying towards the CISI Chartered Wealth Manager qualification.
I enjoy yoga, going to the gym and I have recently taken up running which I hope to improve on. Aside from fitness, I love to explore new places and have a list of cities which I hope to visit.
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There is a real sense of caring for the client at Investec and a great unity across the office. I am proud and grateful to work with such great colleagues and clients.