About me
My primary role is to help my clients plan for and achieve their long term financial goals. I work in conjunction with financial advisers as well as other professionals to ensure that the structure is tax efficient and delivers what the client needs. I then put together a suitable investment structure and monitor this on an ongoing basis. Some of the frequent structures I help with include retirement planning, inheritance tax planning and tax efficient investments such as ISA’s, as well as trusts and company investments. In addition, I look after a number of clients based overseas, especially in South Africa, and I am also head of the Leeds office managing a team of investment professionals.
Background/Experience
I have worked at Investec for many years and have truly long standing relationships with my clients. I qualified in investment management and advice initially but always strive to learn and understand more. By working with other professionals in a diverse organisation I have expanded my knowledge of financial advice and structures over the years so that I can provide a high quality of service to my clients, and identify and explain where advice might be necessary.
Qualifications include:
- Chartered Wealth Manager
- Associate of the CFA society of the UK
- BA (Hons) Financial Services
My interests
I am mum to two boys and we enjoy days out walking or cycling as well as eating out together. I enjoy watching any live performance including musical theatre and concerts and my eldest son’s love of dance has inspired me to go to the ballet which I now love. I also enjoy relaxing with Yoga.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with your life goals and investment choices
Helping IFAs with investment management for their clients
I'm also an expert in...
Organising household diaries and providing taxi services.
I take great pride in the fact that our clients use us as a first port-of-call for information and insight, and that we can take stress away from them so they enjoy their particular stage of life.