Exeter Office Team

As an Investment Director it is my duty to understand in detail your current lifestyle, requirements, and financial objectives to build a tailored investment plan that suits your unique present and future aspirations. My priority is to ensure that you are continually comfortable with your investments and your long-term saving strategy, therefore, as well as face-to-face meetings, it is important to be available to chat regularly when needed. I provide a high level of flexibility in everything I do, which means not only in service, but taking care of Ethical, Sustainable, Environmental, Social, and Governance (ESG) desires, or High Income requirements in Retirement.  I'm also able to consolidate all your current investments into one place for simplicity. I typically work with families and individuals pre and post-retirement, but I also manage Pensions, Trusts, Charities, and Company portfolios.

I work on a team managing investment portfolios for a wide range of clients including high-net-worth individuals, charities, pensions, offshore-bonds, Trusts and corporate accounts. Clients either come to us directly or recommended via their financial adviser.

I work alongside Adam Brewer in managing the portfolios and relationships of a wide range of clients including: High Net Worth Individuals, Pensions, Bonds, Charities, and Corporate Accounts, the majority of whom came via referral from Financial Advisers.

I work as part of team alongside Michele Rogers, divisional director, and Robert Doughton, senior investment director, managing client investment portfolios. This involves day to day management of client portfolios, preparation of investment reports and meeting with clients to review their portfolio's as well as their general and financial affairs. These range from pensions, offshore bonds, charities, corporate accounts, taxable and ISA portfolios.

I lead a team of three investment specialists who manage assets for a wide range of clients including private individuals, personal pension schemes, off-shore bonds, charities and some company accounts. A large part of my business comes via referrals from highly experienced independent financial advisers.

As a Senior Investment Director, I am committed to helping my clients understand and, using the extensive resources provided by our research department, focus their investment strategy to help them achieve their financial objectives. I manage discretionary investment portfolios for private clients, local charities, trusts, personal injury trusts and clients of professional advisers.

As a Senior Investment Manager I work closely with clients and/or their advisers to construct and manage bespoke portfolios to match their objectives and risk profiles which will deliver in the short, medium and long term. Communication is important and I like to meet clients and maintain regular on-going dialog so clients are kept fully informed with how their investments are performing - even in difficult markets!    

As an Investment Director, my priority is to meet my clients investment objectives, whether that is growing their wealth or producing an income to support their lifestyle. By understanding their current position, requirements and financial objectives, I can create a tailored investment portfolio that suits their present and future needs. I specialise in managing clients savings and investments, whether they are share portfolios, ISAs, or pensions. To ensure the best possible outcome for my clients I work closely with their financial advisors, solicitors and accountants. I construct and manage bespoke investment strategies, matching clients’ risk profiles and objectives to investment portfolios that will deliver tax efficient, real returns for them over the years.  

I manage assets on behalf of individuals, trusts, pension schemes and charities with the help of experienced support staff. My role also includes promoting services and expertise to independent financial advisers.

Working closely with other professional advisers I provide comprehensive financial planning advice to private clients, trusts and businesses. I specialise in tax-efficient investing, retirement planning and inheritance tax planning strategies.