About me
I provide administrative support to Senior Investment Directors who manage investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers.
Background/Experience
I joined the company, in 1997, working in the operations department providing administration services for external PEPs and Employee Share Schemes. After studying for my IAQs and Registered Representatives (SFA) qualifications, I transferred to the investment management team.
My interests
I enjoy keeping fit, and run with a local athletics club. I also enjoy spending time with my family and travelling.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with your life goals and investment choices
Unpaid chauffeuring duties for my children to & from their sporting activities!
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.