Rory Harding

I manage investment portfolios on a discretionary basis for individuals, ISAs, SIPPs, trusts and charities. I work with clients and their advisers to construct portfolios to suit individual requirements, based on your aims and objectives, looking to see exactly what has to be achieved within the suitable parameters. There are many different options available at any given time and identifying which fits best each scenario is hugely important, not only at that point in time, but also for the different phases of life that are to come.