About me
My primary role is to construct and manage bespoke portfolios for both direct and financial adviser introduced clients on a discretionary basis. These portfolios are designed to suit each individual client, based on their particular risk tolerance and investment objectives. They include SIPPs, ISAs, offshore bonds, trusts and corporate accounts. I have a passion for investment markets and work closely with Investec's research team to choose individual investments that are suitable for my clients.
Background/Experience
I joined the Birmingham office of Williams de Broe straight from university and have enjoyed helping the office grow since the takeover by Investec. With a wealth of experience in investment management I have built up a considerable knowledge of investment markets and formed close relationships with my clients and financial advisers over this time period. These relationships have enabled me to provide a high level of service for which I am immensely proud. The portfolio management skills that I have built up over the years mean that I can adapt to the ever changing needs of my clients and am therefore in a strong position to help them achieve their financial goals. Alongside my experiece I hold the Investment Advice Diploma and a Masters in Wealth Management.
My Interests
I enjoy both watching and playing football with my local team being the Wolverhampton Wanderers. Travelling is also something I enjoy greatly and I am keen to see as much of the world as possible.
My areas of expertise
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Helping private clients with their life goals and investment choices
Helping IFAs with investment management for their clients
I enjoy helping my clients achieve their financial goals and Investec gives me the tools to be able to do so.
Philip Mountford