Jane Mathias

I offer a broad and holistic advice led service to my clients. As an Investment Manager, I have many years' experience managing investment portfolios. Over and above that, I am a client's first port of call with regard to any financial question or query they may have. I work closely with my colleagues to offer a comprehensive service covering all financial planning and investment management services for clients and their families. I focus on discretionary investment management and aim to build long term relationships with clients ensuring they feel they have a trusted advisor for all financial matters.