I support and work closely with a team of experienced investment managers, who manage assets on behalf of private clients (both directly and through IFAs), offshore bonds, trusts and pension funds. My role is to deal with all administrative matters for clients, from account opening, to the day-to-day maintenance and smooth running of client accounts, including timely execution of their requests.

I lead an office of highly skilled Investment Management and Financial Planning professionals and support staff. I have a real passion for creating an environment for personal and professional development within our growing team. As a Financial Planner 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. 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.

I work closely with financial advisers to help build & design suitable investment solutions for their clients. Capitalising on Investec’s extensive and well-resourced research team, I promote a range of investment solutions which are tailored according to your client’s individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives.

My area of expertise is in direct UK and international equities with a focus on long-term performance and capital preservation. I have built up a loyal client base, often with several generations of families, as their trusted adviser due to demonstrably good results across a range of risk profiles from the ultra cautious client to those that want to take risks for high growth. My strengths lie in being a good listener, really understanding the needs and concerns of clients and formulating a strategy to deliver a good long term outcome.

My role is to look after the investments of our clients, aiming to deliver investment expertise and high levels of client service. 

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.

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 work closely with two of the investment directors in the Birmingham office to support them in the construction and management of bespoke investment portfolios for a range of private individuals, intermediaries, corporates, trusts and charities. Alongside building on relationships with our existing clients, my role includes regularly monitoring portfolios to ensure they remain suitable for each individual’s objectives and developing new investment ideas.

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.

As Office Support Lead, I head up the Investment Administration team, and provide direct support to our brilliant team of Investment Managers, as well as wider office support. I'm often a first point of contact for our clients, to assist with their queries, and I help make sure the office is running smoothly!

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

I work with clients and their advisers to construct and manage bespoke investment portfolios that are tailored to their individual needs and objectives. This includes working with private individuals, corporates, trusts and charities across a range of wealth structures. Portfolio management is a crucial element of every financial plan, and as this plan evolves over time, we manage the investment strategy accordingly. I sit within an experienced team that aims to deliver comprehensive investment expertise and an excellent client journey.

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.

Helping IFAs with bespoke investment solutions. Discretionary, AIM IHT Portfolio & MPS.

As a Investment administrator, my job is centred on supporting a team of investment managers in their day-to-day roles while picking up valuable skills and traits along the way which I can ultimately reflect in my professional life. The client is at the heart of the work we do and my role is to work closely with the Investment Managers to ensure the clients experience is one of great value.