Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
About me
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.
Background/Experience
I have 12 years of experience within the financial services industry. My main focus has been on providing investment solutions to financial advisers.
My interests
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
Contact me via the form to learn more about....
Helping IFAs with investment management for their clients
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.