Birmingham Office Team

I personally manage investment portfolios for a range of private clients, including self-invested pension plans (SIPPs), ISA's, trusts, family investment companies and small charities. I am responsible for creating and implementing the most appropriate investment strategy for my clients, as well as the subsequent day-to-day management of those investment portfolios. To ensure the best outcomes for our mutual clients, I also work closely with intermediaries, such as solicitors, accountants and independent financial advisors. 

My focus is on taking the time to fully understand my client's lifestyle, their family and what makes them tick. By starting with a blank page I can understand what is important to them and what their hopes and dreams are for the future, so that I can start to build a financial plan to help them achieve those goals. I believe that life and finances are very much about balance, for example: assets and liabilities, income and expenditure, spend or save, risk and reward, income or growth, work and play. It is vital to understand my client's current position and where they would like to get to, whether that be funding for retirement, determining if they have enough to retire, or passing money down the generations' tax efficiently. This is an ongoing process that will be refined and amended each year where appropriate, through navigating life's challenges.

My role is to develop, implement and manage bespoke investment strategies on behalf of my clients. These include private individuals, corporates, trusts, and charities. I manage tailored investment portfolios within a number of different tax-efficient vehicles including pensions, ISAs, and offshore bonds. My approach is to work closely with my clients, as well as financial planners, accountants and solicitors, where appropriate, to provide a holistic service for clients who often have a broad array of diverse needs. My purpose is to facilitate the process that allows my clients to achieve their financial and lifestyle objectives.

I look after assets on behalf of private individuals, trusts and personal pension schemes.

I manage portfolios on behalf of a wide range of private clients including pensions, trusts and offshore bonds on both a discretionary and advisory basis.

I specialise in managing portfolios on a discretionary basis for private individuals, trusts and charities. My role is to help clients fulfil their aspirations, both in the short and long term. All aspects of their financial situation are assessed alongside a willingness to tolerate risk in the pursuit of their aims before a tailored investment portfolio is constructed. As life evolves so may my client’s needs and requirements. In these cases, and to ensure the best possible outcome, I will work with my financial planning colleagues offering a well-rounded, cohesive solution which addresses all elements of an individual’s financial well-being.

As a senior investment director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them grow their wealth in a measured way. I predominantly manage investments for clients within a variety of wrappers, including SIPP and SSAS pension funds, investment companies and OEICs. To ensure the best possible outcome for my clients, I work closely with Investec’s in-house research team to identify suitable investments, given clients’ risk profiles and objectives.   

I’m a founding director of the Birmingham office, with more than 25 years’ experience of managing segregated investment portfolios. During this time, I’ve specialised in building solid personal client relationships through several family generations and professional adviser partnerships. I’m supported by a team which has worked together for over a decade. My previous career within trustee services has given me extensive knowledge of trusts from trustee and investment manager perspectives. My growing charity client base includes educational organisations, religious orders, hospices, industry training councils, and family and general purpose trusts.

I am responsible for working with clients and their advisers to create investment portfolios to suit their individual requirements. This covers private wealth structures ranging from pension and retirement assets to offshore bonds, family trusts and investment companies. Portfolios are constructed using a range of assets making use of available internal and external research. As a member of the Equity Collective Fund Selection Committee, I optimise using this to enhance the portfolio solutions I create. Working closely with clients to determine the investment objective and risk approach is key, not just at the start of the journey, but at various junctions along the way.

I am a member of the team that manages the IW&I AIM IHT Portfolio Plan for clients.

I manage bespoke portfolios for private clients, trusts and charities, on both a discretionary and advisory basis, and have significant experience of investment with ISAs, SIPPS and offshore vehicles. Our clients often remain with us for many years, resulting in managing multiple generations of families.

As a Paraplanner, my priority is to support Financial Planners in helping clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help the Financial Planner to build a tailored financial plan that suits the clients present and future needs. As a team we specialise in providing financial planning advice across all generations, reviewing their pension options pre and post retirement, wealth planning, inheritance tax planning, and life insurance. The aim is to be able to help clients achieve their dreams and aspirations whilst in the accumulation phase and more importantly for when they retire. To ensure the best possible outcome for the clients, we work closely with Investment Managers and Investec’s in-house research team to identify suitable solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.