I have spent my life in private client wealth management looking after clients, their families, pensions, charities and general life care. Many have become friends over the years and it remains a highly personal business although hopefully a level of professionalism has developed over the years as the needs have become more complex. You can hear more about me, the work I do for my clients and the approach I take with investing in this episode of the Fifty Faces podcast.

I am a Chartered and Certified Financial Planner with extensive experience in providing comprehensive financial planning advice to individuals and families, in the areas of wealth structuring, tax efficient investing, retirement planning, intergenerational and estate planning. With a deep understanding of the financial services industry, I am dedicated to helping clients achieve their financial goals by creating bespoke strategies that address their unique needs and circumstances.With over 20 years' experience within the industry, I have a thorough understanding of the complex regulations and laws that govern these areas, allowing me to provide clients with the highest level of advice and guidance.

I am an Investment Risk Manager at IW&I where my team and I manage the suitability process. I'm responsible for developing, implementing and monitoring all the suitability controls and processes for our managed clients. Suitability and risk lies at the heart of modern investment management, what sets us apart within Investment Risk is our innovative approach to suitability and risk management along with the experience and passion of our people to help provide the best outcome for our clients.

I provide long-term advice and work closely with my investment management colleagues to deliver a comprehensive and professional wealth management service to both existing and new clients. My specialist areas of financial planning advice include inheritance tax, pensions and other tax-efficient investment structures, as well as guidance regarding a client's overall wealth. I'm responsible for advice relating to significant funds under management.

I'm an Associate Investment Manager who works closely on a team with two Investment Directors, two Investment Assistants, and an Investment Administrator. I provide the team with research, statistical reporting, and support in the management of relationships with direct clients, IFAs and Financial Mutuals by answering queries regarding portfolio performance, asset allocation, stock selection and more. I specialise in providing Bespoke Portfolio Management for clients, alongside Estate Planning/Inheritance Tax Planning through utilising services such as AIM, Income/Capital Gains Tax Planning and Life-stage Planning. This allows me to provide holistic wealth management solutions to clients, helping them manage their wealth and achieve their goals, whether they be short or long-term.

I'm the key point of contact for new IFA enquiries for Rathbones. I make sure that, as a potential client or intermediary, you're directed to the most suitable investment manager in London and the South East, or in our regional offices around the country, so you get the best solution to meet your needs. I work and develop relationships with intermediaries and IFAs who are looking to outsource the investment management of their clients' assets.

I am a member of our Global Investment Strategy Group and of the Asset Allocation Committee for the UK arm of the business. I remain heavily involved in our security selection for real estate and infrastructure. I'm also a member of our Corporate Governance Groups for both equities and investment companies and am responsible for our relationships with external research suppliers. I provide advice to portfolio managers and their clients on appropriate benchmarks and asset allocation ranges to help meet their needs.

I manage discretionary investment portfolios for a wide range of clients including individuals, pensions, trusts and charities. Capitalising on Rathbones' extensive and well-resourced research team, I put together bespoke portfolios which are tailored according to each client's individual requirements, taking into account factors such as attitude to risk, timeframe, goals and objectives, and any specific preferences or requirements. In addition to actively managing the portfolios, I also conduct regular review meetings with my clients in order to ensure the investments remain on track and suitable. Where appropriate, I work closely with financial planning colleagues and external advisers in professions such as tax and legal in order to provide a more holistic service.

My main role is to provide support to the financial planners in the office. I aim to free up as much of their time as possible so that they can concentrate on meeting and working with clients whenever needed. My day-to-day varies depending on the needs of the client.

As a Wealth Administrator I work closely with the South West regional Financial Planning team, both Financial Planners and Paraplanners, to enable the research and reports for clients to be completed. I liaise with all parties involved from the start of the client's Rathbones journey and beyond as their needs change. I am also here to help clients with any administration queries should they need assistance, and to provide an initial point of contact for the team.