About me
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.
Background/Experience
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.
Qualifications:
- Diploma in Regulated Financial Planning
- Certificate in Pension Transfer Advice
- Award in Long Term Care Insurance
- Certificate in Discretionary Investment Management
My interests
Outside of work I enjoy spending time with my family, exploring the countryside and learning new cooking techniques.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with your life goals and investment choices
I'm also an expert in...
Hunting down bargains in antique stores in and around the beautiful Vale of Evesham.
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.