Nikki Brown

I manage portfolios for private individuals, trusts, charitable trusts and pension SIPPs. The ability to empathise with clients, listen actively, communicate clearly and understand people's needs are skills I have honed over the last two decades working in this industry. Everyone would like the highest return with the lowest possible risk, however matching the client's needs to their tolerance of risk requires knowledge of the market, as well as a thorough understanding of the client's circumstances. Evaluation of the client's portfolio to ensure suitability and tax optimisation are key areas which I work on an ongoing basis, especially when the client's situation evolves through life stages.