Leeds Office Team

I specialise in working with financial advisers, helping to deliver tailored investment solutions to their clients. When taking on a new client, this requires a detailed discussion with the adviser to gain a clear understanding of the client's circumstances and needs, coupled with in-depth analysis of the costs, performance and risk characteristics of any existing investments. We then deliver bespoke, actively managed portfolios, which are tax-efficiently constructed across the various investment wrappers that the client has available, and focused on delivering strong risk-adjusted returns.

I’m responsible for the day-to-day management of portfolios for private individuals, private limited companies, trusts, charities and pension clients. I have a particular interest in environmental, social and governance (ESG) considerations within investment management and manage a number of bespoke portfolios for clients with specific ethical preferences. I also actively engage in the Group’s investment process, sitting on the Equity Collectives Committee.

My clients put their trust in me to provide them with sound advice to help them achieve their financial goals. My approach is professional and patient and I seek to give my clients space and time to reach decisions. I have a particular specialisation in retirement advice, inheritance tax planning and trusts. Many of my clients have complex circumstances so I work extensively on a multi-disciplinary basis engaging with solicitors, tax advisers and accountants.

I am part of the team in the Leeds office that manages portfolios on behalf of individuals, trusts, charities, solvency II clients and self-invested pension plans (SIPPs), as well as dealing with investments held within offshore bond wrappers. I always seek to deliver a high level of client service by creating tailored and bespoke investment solutions, and building long lasting relationships along the way. This also involves working closely with other professional advisers, including independent financial advisers, solicitors and accountants.

I am an Investment Director based in our Leeds office. I manage assets on behalf of private individuals, IFAs, professional connections, charities, trusts and personal pension schemes.

I provide holistic financial planning advice and manage multi-asset portfolios as part of our Wealth Planning service to a range of private clients, families and trusts.  By focussing on each client’s goals and aspirations as a starting point, I am able to create bespoke financial plans and investment strategies built around tax-efficient structures and principles. Frequently strategies are put in place to build wealth over time, plan for income during retirement or to ensure hard earned assets can be passed effectively and tax efficiently between generations over time. The strategies that are agreed upon are kept under regular review and adapted as circumstances, legislation and the investment environment evolve.

I co-head a team of discretionary portfolio managers who look after individuals, trusts, pension funds, corporate accounts and charities. In addition, I contribute to the Group investment process having held a variety of roles at Investec, and I'm currently a member of the Asset Allocation committee. Within the team my particular focus is on larger clients including those who require greater overseas equity exposure.

I work in a team of investment managers and experienced support staff who manage a variety of investment mandates on behalf of private clients, charities and pension fund clients.

I provide bespoke holistic financial planning advice to individuals, families, business owners and trustees by working closely alongside my colleagues and trusted connections.

I am one of the senior investment directors in the Leeds office where I work closely in conjunction with a small team. Our aim is simple, to create longstanding relationships with our clients through friendly and high levels of service, designing, monitoring and reviewing investment portfolios that seek cost and risk adjusted returns, whilst also being mindful of tax efficiency. We achieve this by embracing the powerful research capability of our business and the wider market, in a forward-looking manner that is highly cognisant of the world that surrounds us. 

I provide financial planning advice to wide range of private individuals, primarily in relation to their pension and retirement goals, investments, inheritance tax mitigation and succession planning. In addition to advising clients, I also lead the financial planning team in Leeds, supporting them wherever necessary and ensuring a consistent level of service is provided to all our clients.

I am the team leader for the Leeds and Sheffield discretionary desk, managing investment portfolios for varied types of clients including private individuals, pension funds, charities and trusts.

I manage and advise on investment strategy and portfolios for private individuals, pension funds, family trusts and pension funds.

My focus is on delivering an exceptional service for my discretionary clients which include private clients, trusts, charities and companies.      

My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored investment strategy that suits their present and future needs. To ensure the best possible outcome for my clients I work closely with Investec’s in-house research team to seek the best returns on clients' capital, matching their risk profiles and objectives to investment portfolios that will deliver for them over the years. I act for individuals, companies, pension funds, charities and friendly societies. 

My primary role is to help my clients plan for and achieve their long term financial goals. I work in conjunction with financial advisers as well as other professionals to ensure that the structure is tax efficient and delivers what the client needs. I then put together a suitable investment structure and monitor this on an ongoing basis. Some of the frequent structures I help with include retirement planning, inheritance tax planning and tax efficient investments such as ISA’s, as well as trusts and company investments. In addition, I look after a number of clients based overseas, especially in South Africa, and I am also head of the Leeds office managing a team of investment professionals.

I invest on a bespoke basis for individuals, pension funds, charities, trusts and clients of financial advisers, seeking the best and most tax-efficient returns on capital at all times. One of my aims is to help my clients understand the process I undertake to look after their wealth, which creates relationships built on long-term trust. Firstly, a bespoke investment strategy is created based on a client's unique requirements including their personal circumstances, objectives, knowledge, experience and attitude to risk. Secondly, the level of income or capital growth which could be potentially achieved will depend on how much risk the client is prepared to take and how well markets perform. The right strategy will balance potential risks with potential return. Whatever the clients investment objectives, the greater the return that is sought, the more risk is taken. 

I am responsible for advising my clients on how to manage their wealth to achieve their financial objectives. I create and implement tailored wealth management plans based on each client's individual circumstances, requirements and financial goals. Predominantly, I work with business owners and their families, pre and post exit, to help them grow and protect their wealth. This often means working in partnership with my client's accountants, lawyers and other professional advisers to ensure my clients are managing their overall wealth tax efficiently. I also work closely with my colleagues in the research team, financial planning team and a number of independent financial advisers, to provide the best possible solutions. In addition, I work closely with colleagues in our banking division who provide private banking and corporate advisory services.

I work in the financial planning team, providing office-based technical and administrative support to the financial planners and a second point of contact for clients. 

As part of our experienced team of investment specialists in the Leeds office, I provide portfolio management services to private individuals as well as to trustee and corporate clients. As a crucial part of my role, I seek to help clients find tailored solutions to meet their specific investment objectives in a way that also best reflects their personal appetite for risk. To achieve this, I work closely with our in-house financial planning team as well as with other professional advisers, such as IFAs, lawyers and accountants, to develop and implement tax-efficient strategies for our clients. Where appropriate, this includes family trusts, inheritance tax and pension planning.

I work closely with my clients and their advisers to deliver tailored investment portfolios, managing a range of family, pension, offshore and trust investment portfolios.

I provide advice and portfolio management services to a diverse range of private clients, trustees, charities and pension investors, and I have specialist experience with insurance company clients with solvency II reporting requirements. I take great pleasure in working closely with my clients to guide them with their finances and managing their assets in order to develop long term plans.

My priority is to understand my client’s financial goals and tailor bespoke solutions to suit their overall investment objectives. An important part of my role is to view my client’s wealth holistically and manage their investments to reflect their aspirations and level of risk, in order to deliver successful outcomes over the longer term. I specialise in managing investment portfolios for private clients, charities, pension funds and trusts, and I have a particular interest and experience in working alongside other professional advisers to develop client relationships with entrepreneurs and business owners.

My priortiy is to build both new and existing relationships with professional adviser firms throughout Yorkshire and the North East, providing a first-class service. I focus mainly on helping advisers deliver suitable investment solutions to all client profiles, keeping them up to date with industry and regulatory changes to help ensure they are compliant. By working closely with adviser firms to provide efficient and profitable client solutions, this in turn helps them to develop and grow their business in the future.