Helping IFAs with bespoke investment solutions. Discretionary, AIM IHT Portfolio & MPS.

I support and work closely with a small team of experienced investment managers, who manage assets on behalf of private clients (both directly and through IFAs), offshore bonds, trusts and pension funds. My role is to deal with all administrative matters for clients, from account opening, to the day-to-day maintenance and smooth running of client accounts, including timely execution of their requests. Additionally, I liaise with clients and IFAs directly to build, develop and maintain relationships in conjunction with the team.

As a Senior Paraplanner, my role focuses on research and analysis. I prepare client reports which outline their current positon, objectives and the detailed recommendations. I use analytical software to review existing arrangements and cash flow analysis is becoming a vital part of my work. I provide technical assistance to the planners and wider team and maintain detailed knowledge of all aspects of financial planning, including taxation and legislation. I sit on the Financial Planning Research Committee carrying out product research. As a Senior Paraplanner I also support the development of other paraplanners.

As Managing Director of Financial Planning, I oversee the delivery of financial and wealth planning advice for Rathbones. With many years of experience in the wealth management industry, I remain passionate about helping clients to achieve their financial goals and ambitions which take into account not only their assets and investments but also their lifestyles, values and long term aspirations.