Brooke Pugh

I manage bespoke investment portfolios for private clients, independent financial advisers, pensions, trusts and charities. Portfolios are tailored to each client's requirements and objectives to ensure they achieve their financial goals and it suits their present and future needs. I work with both private individuals and IFAs where, as a team, we pride ourselves on working closely with both the adviser and their clients to help manage portfolios in a tax efficient manner. I also work closely with Investec's in-house research team to ensure that I am always kept up to date and well informed, enabling me to make suitable decisions in line with our clients specific circumstances, risk tolerances and financial objectives.