About me
I help my clients achieve their financial goals advising in the areas of Investments, Retirement Planning, Inheritance Tax and Protection. I build and implement a plan which focuses on achieving the client's financial objectives and review the plan regularly to ensure it remains on track. I am a family orientated person and have a passion for wealth succession and the part of my role I enjoy the most is helping different generations of family’s with their financial planning. I also regularly work alongside a clients' other professional advisers such as accountants and solicitors to make sure all aspects of their finances are dealt with seamlessly.
Background/Experience
I have over 18 years of experience advising clients on all aspects of financial planning. I am a member of the Chartered Insurance Institute and Personal Finance Society and hold a Diploma in Financial Planning.
My interests
Family is everything to me and I enjoy my spare time by running after my two daughters who seem to have a busier social life than me. When I do find time for myself I enjoy travel, running, rowing and also have a keen interest in yoga.
My areas of expertise
Contact me via the form to learn more about....
Helping private clients with your life goals and investment choices
Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.