My priority is to understand my client's financial goals and tailor bespoke solutions to suit their overall investment objectives. An important part of my role is to view my client's wealth holistically and manage their investments to reflect their aspirations and level of risk, in order to deliver successful outcomes over the longer term. I specialise in managing investment portfolios for private clients, charities, pension funds and trusts, and I have a particular interest and experience in working alongside other professional advisers to develop client relationships with entrepreneurs and business owners.