As a business development manager my role is to help and support financial advisers in delivering solutions that help their clients' achieve their goals and objectives. By understanding the client’s needs I can help bring the right team together in order to deliver the necessary investment solutions to help achieve positive outcomes. I specialise in working with financial advisers providing ideas and services to help grow and develop their businesses through regulatory updates and sharing of best practice.
I have 10 years of experience within the financial services industry. My main focus has been on providing funds and solutions to financial advisers.
All things food related, I'm a proper foodie so know all the best restaurants in Bristol. I am super competitive so have always loved taking on new challenges like Tough Mudder & Sprint Triathlons. More recently however this has taken a backseat as I now have a little boy and my hobbies mainly consist of chasing after him!
My areas of expertise
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Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.