Cameron Warner

My priority is to look after my clients investment needs, in mind of their overall financial circumstances and objectives, taking on the day-to-day responsibility for the management of their investments. By ensuring their attitude to risk is considered alongside the aims for the funds invested, I can help devise a suitable investment strategy tailor-made for their requirements and manage their portfolio within the agreed parameters. This can often involve working closely with a client's existing advisors. Through detailed discussions and working in partnership with the adviser, I am able to position their investments appropriately using the strength of our research capabilities and expertise. My responsibilities extend across a wide spectrum of clients from individuals and pension funds, to trusts and a number of charity accounts.