I have worked for Investec Wealth & Investment since 2018, working alongside the Financial Planners to support in the research, report writing and review of a client's financial planning arrangements. I have completed my chartered financial planning qualifications and I am now putting the knowledge I have learnt into practice when preparing Investment, Retirement and Estate Planning advice for our clients.
BSc (Hons) in Mathematics from the University of Liverpool.
CII Chartered Financial Planner.
I enjoy going for walks in the countryside, spin classes and eating out at my favourite restaurants.
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The best places for food in Liverpool.
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