About

Image by Chloé Jafé Artwork by Silver Square Studio

Image by Chloé Jafé
Artwork by Silver Square Studio

I try to make investment and financial literature readable and interesting – breaking up the typically dry and technical content that retail clients are left to grapple with across the wealth management industry. To do this, I have a background in communications layered with various financial qualifications and eight years’ industry experience. I have written and edited a wide range of content for both established and emerging financial institutions across a broad range of channels.

My technical investment content includes market and performance updates, personal finance articles, impact investing blogs, interviews with financial experts and investment strategy thought pieces.

I also have extensive experience of writing broader content for investment managers, including articles on millennials, philanthropy and women.

My broader communications experience has allowed me to write various non-technical content, including press releases, award submissions (PAM, STEP and CityWealth) and internal communications. 

I have been freelance for two years and very much enjoy the breadth of copy that my clients commission. The positive feedback I have received validates my efforts!

I am always happy to meet for a coffee and exchange ideas about content and comms strategies.

 

 

Examples of my work

Round-up of 2018 A millennial’s guide to personal finance

Monthly market update 02/18 How are women changing philanthropy? Monthly market update 10/17

I was recently interviewed by Janus Henderson Investors for their youtube channel, Steps to Investing. You can watch my interview, Investing for Millennials, here.

 

 

Qualifications

·       Diploma in Wealth Management - 2016

·       Private Client Investment Advice and Management - 2013

·       Investment Management Certificate - 2012

·       University of Leeds, BA Hons Politics and Sociology - 2008

 

 

Contact

Please use this form to enquire about my rates and availability.

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