John O'Connell

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.