Richard Roberts

My priority is to help my clients achieve their long term financial objectives. I construct and manage tailored investment portfolios that are suitable for their present and future needs, taking into account their current position, requirements, risk levels and objectives. I manage assets on behalf of private individuals, charities, trusts and personal pension schemes using Rathbones’ excellent in-house research team to monitor and tailor these portfolios. I will often work closely with client advisors, financial planners and accountants to ensure client objectives are met in the most tax efficient way.