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 a Senior 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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Clients are not simply numbers to us, here at Investec. We genuinely care and treat each client as an individual with their own needs and expectations. Our aim is to help them with their financial goals, whatever they may be.