I provide bespoke holistic financial planning advice to individuals, families, business owners and trustees by working closely alongside my colleagues and trusted connections.

I provide comprehensive, fee-based financial planning advice to High Net Worth private clients, specialising in retirement planning, tax-efficient investing and Inheritance Tax planning strategies. 

I provide advice and investment management for high net worth individuals, families and small businesses with a strong focus on entrepreneurs and senior corporate executives. I have significant expertise and experience in working with my clients on preserving and growing their wealth. Focusing on each client's unique situation, I assist with portfolio construction, asset allocation and investment management, as well as considering suitable structures and tax efficient solutions working towards their established long term goals.

I provide comprehensive and holistic Financial Planning advice to private clients, specialising in tax-efficient investing, retirement planning and estate planning strategies. It is important for me to first understand my client's long-term financial aspirations as well as their current circumstances. Once this has been established, I will then construct a bespoke financial plan that is designed to help them achieve their financial objectives.

I am a Senior Investment Director at Rathbones. I have over 20 years of industry experience. Prior to Investec Wealth & Investment (UK) combining with Rathbones, I was a portfolio manager in their South African office, managing a range of multi-manager funds for our private clients. I am responsible for overseeing Rathbones' Managed Portfolio Service on platforms. My focus is to ensure that we deliver consistent investment performance & a proactive service to our advisory clients.

I am an Senior Investment Director within the IW&I specialist Charities team and I manage multi-asset portfolios for clients within the Charities and not-for-profit sector. I have a keen interest in responsible and ESG (environmental, social, corporate governance) investment and I am involved in the firm's wider investment process through my contribution to the UK ESG Committee.

I provide administrative support to Senior Investment Directors who manage investment portfolios for private clients, pension funds, trusts, offshore bonds, companies and charities. I work closely with our clients, and intermediaries such as IFAs, accountants, solicitors and external providers.

My expertise includes macroeconomics, financial markets and derivatives. My key area of focus at Rathbones is Structured Products.

I am Head of Research at Rathbones in London. In this capacity I am responsible for the robustness of the research process across equities, collectives, fixed income and structured products. I am a voting member of the Investment Committee, and Chair or Deputy Chair of 4 research committees (Collectives Committee - Chair, Direct Fixed Income Committee - Chair, Real Assets Committee - Deputy Chair, Structured Products Committee - Deputy Chair). I also manage the Funds and Stewardship teams, Investment Operations and the Off-List Due Diligence Process.

I provide investment focussed support to Investment Managers to deliver a bespoke investment management service for clients and their advisers. My team manage multi-asset personal, family, pension, trust, offshore, company and charity investment portfolios.