I am a paraplanner, working alongside the Financial Planners in the Cheltenham office. My role focuses on research and analysis, preparing client reports, providing technical support and being a second point of contact for our clients. We aim to deliver holistic financial planning advice to our clients with an emphasis on retirement and estate planning.
I joined the Investec team in 2018, having been in the profession since 2009. I have worked across all areas of financial planning, developing my knowledge and skillset in producing financial plans for our clients. I enjoy being able to help others achieve financial wellbeing; identifying how they wish to use their money in order to enjoy their desired lifestyle and then implementing a plan to achieve this.
- Diploma in Regulated Financial Planning
- Certificate in Pension Transfer Advice
- Award in Long Term Care Insurance
- Certificate in Discretionary Investment Management
Outside of work I enjoy spending time with my family, exploring the countryside and learning new cooking techniques.
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Investec Financial Planners are able to work closely with the Investment Management team using our combined skills to produce a bespoke plan for our clients.