As a Senior Financial Planning Director, my priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored financial plan that suits their present and future needs. I mostly specialise in providing detailed financial planning advice to individuals, in areas such as pensions, retirement income planning, inter-generational tax planning including trusts. To ensure the best possible outcome for my clients I work closely with Investment Managers and Rathbones' in-house research team to identify suitable retirement solutions, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.