My role focuses on managing discretionary portfolios for private individuals, family trusts, personal pensions and offshore bonds. My goal is to ensure that my clients' investments support their financial needs and serve their long-term goals. I aim to understand each client's unique circumstances and requirements, and seek to build strong long-lasting relationships.
I am a Chartered Fellow of the CISI and hold the IMC qualification and FCSI status. I have over a decade of experience in financial services and managing discretionary portfolios. I use this experience to ensure that my client's investment experience is a positive one.
Outside work I practice yoga and run to keep active. I am a member of London Scottish Rugby Football Club and rarely miss a home game where my husband and I catch up with our rugby friends. Although I have adopted my husband's Scottish surname, I support England Rugby and believe that the Six Nations is the best rugby tournament in the world.
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I enjoy meeting clients and hearing their life stories and experiences. Our focus at Investec is to put the client at the heart of what we do, and I believe that we achieve this by knowing and understanding our clients as fully as possible.