Professional Biography
My grandfather lived until 101 and taught me the importance of being kind and generous.
How do you describe what you do?
I am an Investment manager looking after client portfolios, making buy and sell decisions to meet clients long term aims and needs, such as for school funding, retirement or to pass on to family in the future.
What's next for you professionally?
Lots has changed since I started here in October 1999. I had a secure drawer with paper filing, a very bulky PC (one screen)! a physical phone and a fax machine. I have learnt lots and continue to work hard but smart and helping people
What's the best piece of advice you've ever been given?
My grandfather lived until 101 and from a very young age taught me the importance of being kind and generous. He would often say 'always be kind' and through the years I have seen the value and benefits this brings to myself and others.
How did you start off in your career?
At college I decided I wanted to work in Finance and got a job at Lloyds Bank where I stayed for about 4 years before then applying for an administrative role at Bestinvest (from an advert in the Evening Standard) and here I am 26 years later!
What's your favourite thing about your role?
I enjoy speaking to clients and building relationships with them - understanding their needs is key as everyone is different so getting to know and help people solve their problems is something I really enjoy and find very rewarding