About me
My role is to support the financial planning team through the research and analysis of client situations. I ensure my research and analysis are in a holistic manner, striving to attain the best outcome for clients in any given situation.
Background/Experience
After completing my degree in Accountancy and Finance, I started my career though a graduate scheme which gave me invaluable experience in the international financial services industry, spending time working in Malta and the Middle East. Since joining Investec, I have completed the relevant qualifications to join the Chartered Institute for Securities & Investment as an Associate Member, as well as being awarded the Accredited Paraplanner designation. I am currently working towards the Certified Financial Planner title.
My interests
Outside of work I enjoy playing golf and spending time with family.
My areas of expertise
Contact me via the form above to learn more about....
Helping private clients with your life goals and investment choices
Investec offers a complex service made simple by honest people.
Zachary Cawthorne