Guildford Office Team

I help my clients discover what they want to achieve in life and how their financial assets and financial planning can help them achieve their goals. I build and implement a tailored financial plan, considering each client’s individual present and future needs, and ensure the planning stays on track.

I build and manage portfolios for private clients, trusts, companies and charities.

My focus is to establish a plan with my clients that works towards achieving their financial goals, through developing a personal and long-term relationship and understanding their current and future financial objectives. I have a passion for investment markets and portfolio construction and I am currently a voting member of Investec's global sector view group and UK stock selection committee. By working closely with Investec’s in-house research team I am able to identify suitable investments for my clients’ tailored investment portfolios. I also work closely with financial planners and other professional advisors to provide the best possible wealth planning and retirement solutions that will deliver for them.

I manage investments for private individuals, trusts, personal pensions and small charities, working alongside Diana Cooper. I also provide comprehensive research and administrative support for the team and clients.

I help my clients identify what financial security means for them by understanding what they have, and advising them on how to maintain or achieve the lifestyle they want. Using my experience of tax and trust legislation, pre and post-retirement markets and investment risk, I build and implement a plan which focuses on achieving the client's financial objectives and reviewing the plan regularly to ensure it remains on track. I also regularly work alongside a clients' other professional advisers helping to advise and implement plans to pass on wealth to the next generation. I have a particular interest in advising entrepreneurs, and city professionals on the more complex areas of financial planning such as UK resident non-domiciles and multi-generational families.

My role focuses on managing a broad range of investment portfolios for private clients and I have extensive experience in the management of inheritance tax schemes and pensions. I also work closely with an increasing number of intermediaries providing investment management support to independent financial advisers (IFAs) and solicitors in the area.

I work with financial advisers to provide market leading, innovative investment management solutions for their clients. These range from managed portfolios via wraps to full bespoke discretionary solutions. We also offer solutions for clients looking for a long time retirement income and to mitigate against IHT via our AIM portfolio service. Our bespoke discretionary service and managed portfolio service have been accredited with the Defaqto 5 star rating since 2013. Advisers also voted us as the highest DFM provider for Defaqto's 2020 annual service satisfaction survey.   

I look to provide individual solutions for my clients. Most importantly, I start by fully understanding my client's aims and objectives to see exactly what has to be achieved within the set parameters. There are many different solutions available and identifying which fits best is hugely important, not only at that point in time, but also for the different phases of life that are to come. I manage portfolios for clients but work closely with my financial planning colleagues to find the best structures. Investment returns can be one part of managing portfolios, but their tax efficiency is also very important. As a result, I manage portfolios for individuals, trusts, charities and some companies. I aim to keep an open mind about trends and financial information, look to challenge assumptions but equally, I am happy to be persuaded by a good idea. I believe that this will provide the best outcome for clients that I can achieve.

My priority is to provide bespoke financial advice to private clients. I specialise in later life financial advice, working together with clients and their families, at a location which is convenient for them. I aim to gain an understanding of their needs and wishes so that they can enjoy retirement and later life, safe in the knowledge that they will be able to cope with whatever later life throws at them. The tailor made services I am able to offer includes; inheritance tax and estate planning; retirement planning; investment planning; later life and care fees planning.

I manage discretionary portfolios for individuals, families, trusts and local charities. I head up the Guildford office and sit on the General Management Committee.

I manage portfolios, undertake research and work closely with clients, journalists and intermediaries.

I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, onshore and offshore trusts, companies and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on risk tolerance and investment objectives.

I coordinate and implement the team's investment strategy across client investment portfolios. I actively engage in Investec's investment process and attend the central investment committees, working closely with collectives and direct equity research departments. My areas of expertise include discretionary fund management, ESG portfolio construction, thematic investing, healthcare, technology, smart materials and active vs passive Investing.

My role is to build bespoke, actively managed investment portfolios for private individuals, pension funds, trusts and corporate clients. Over many years I have formed trusted relationships with my clients to better understand their specific family requirements and to ensure funds are appropriately invested for future generations. Portfolios are created using a spread of investments across different asset classes including domestic and international shares, fixed interest, infrastructure funds and structured products. I am committed to providing a first class service to my clients and their advisers. This approach is also shared by my wider team of skilled and experienced professionals.

I manage investment portfolios on a discretionary basis for private individuals, companies and local charities. My client portfolios include ISAs, Self-invested Pension Plans (SIPPs), onshore and offshore trusts. I make sure I understand my clients’ individual risk tolerance and investment objectives in detail and then build and monitor portfolios in line with these preferences and aims. To ensure the best possible outcome for my clients I work closely with financial planners and Investec’s in-house research team to identify suitable investment solutions, matching clients’ risk profiles and objectives to investment portfolios that will deliver for them over the years.