
About
Angus Oakshott
My priority is to help my clients achieve their long term financial objectives. I construct and manage tailored investment portfolios that are suitable for their present and future needs, taking into account their risk levels and objectives, current position and long-term goals. I manage assets on behalf of private individuals, charities, trusts and personal pension schemes, using Investec's excellent in-house research team to monitor and tailor these portfolios. I will often work closely with client advisors, financial planners, accountants to ensure these client objectives are met in the most tax efficient way.