Martin Lord

I'm a founding director of the Birmingham office, with more than 25 years' experience of managing segregated investment portfolios. During this time, I've specialised in building solid personal client relationships through several family generations and professional adviser partnerships. I'm supported by a team which has worked together for over a decade. My previous career within trustee services has given me extensive knowledge of trusts from trustee and investment manager perspectives. My growing charity client base includes educational organisations, religious orders, hospices, industry training councils, and family and general purpose trusts.