I have worked for Investec Wealth & Investment and its predecessors since 2005 in various client-facing roles, most recently joining the Wealth Planning team as an Associate. I provide a support role to our Wealth Planners, preparing investment, retirement and estate planning advice and speaking with clients, on a day-to-day basis. Our goal as a team is to provide a broad range of wealth planning services, with the ultimate aim of helping our clients achieve their financial goals.
BA (Hons) In Geography & Sociology CISI Investment Advice Diploma CISI certificate in Financial Planning & Advice
I live with my husband and young daughter, so I spend my weekends outdoors in the park or on the waterfront. When time allows, I love reading, going to the gym and running.
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Investec genuinely care about their clients, and the outcome for their clients. I work with a great team of people, who have the knowledge, experience and enthusiasm to actually make a difference to our clients' lives.