David Lancaster

My priority is helping my clients achieve their financial goals by understanding their current position, requirements and financial objectives, in order to create and manage a tailored investment portfolio that suits their present and future needs. I mostly specialise in providing investment advice, building bespoke portfolios with the best blend of different types of investment asset, to deliver achievable returns within the client's tolerance for volatility. I work closely with the client's trusted professionals to ensure there is a joined up strategy for all their financial needs and objectives.