I work closely with clients and their professional advisors, to achieve the most suitable investment solutions for them. My client base consists of private individuals, companies, Trusts and charities. My aim is a simple one; to become a deeply trusted advisor and to ensure we always deliver a high standard of personal service. The key to this is good, straight forward, dialogue and communication. This should ensure that my clients and their advisors feel empowered and confident at all times and I have sufficient knowledge, to make the correct investment decisions. As Head of the South, I strive to ensure these standards exist and are consistent across the whole southern region.

I specialise in working with financial advisers, helping to deliver tailored investment solutions to their clients. When taking on a new client, this requires a detailed discussion with the adviser to gain a clear understanding of the client's circumstances and needs, coupled with in-depth analysis of the costs, performance and risk characteristics of any existing investments. We then deliver bespoke, actively managed portfolios, which are tax-efficiently constructed across the various investment wrappers that the client has available, and focused on delivering strong risk-adjusted returns.

I work as part of the dedicated Wealth Planning Team within the Liverpool office, specialising in providing cradle to grave financial advice for high net worth clients. Service is extremely important to me and I pride myself on going the extra mile for all my clients. One of my core qualities is helping clients who have little or no experience with financial affairs or vulnerable clients who perhaps need some additional support.

I specialise in managing multi-asset portfolios and the delivery of Financial Advice as part of our Wealth Planning service.

My clients are typically individuals and business owners looking to invest excess savings, plan for their retirement, or undertake estate planning to mitigate Inheritance Tax. I also work with trustees, accountants, and private client solicitors to provide investment solutions for particular specialist client needs.

When providing investment recommendations I work closely alongside Rathbones' specialist in-house research team of financial analysts to deliver a tailored service for my clients. One of Rathbones' greatest strengths is our ability to combine such high-quality research in portfolio construction, alongside a bespoke planning approach to integrate your personal goals or values.

I specialise in working with a wide range of clients including private clients, client of intermediaries and charities to provide a bespoke discretionary portfolio management service. I aim to provide a high quality level of service to our clients and their advisors and ensure that each portfolio is tailored to the individual specific needs of the client, alongside meeting the client's long term objectives. I have an interest in socially responsible investments and I am a Charity Team Representative for the Investec Bristol Office.

I specialise in managing investment portfolios on behalf of individuals (including ISAs and SIPPs), families, trusts, corporates and charities, ensuring that each portfolio is tailored to meet the specific needs and objectives of each client. My primary objective is to deliver good investment returns for my clients whilst providing them, and their advisers, with a first class service. I enjoy discussing investments with clients, taking a particular interest in understanding any ESG considerations they may have and incorporating these into their portfolios. Specifically, this involves excluding investments on ethical grounds or including investments on the basis that they are perceived to provide positive societal benefits, in addition to good expected returns.

I specialise in managing discretionary investment portfolios for a range of clients including independent financial advisers, private individuals, investment bonds, pension funds and trusts. My day-to-day role involves constructing, managing and regularly reviewing client portfolios to ensure that they maximise my client's chosen objectives and meet their attitude to risk. I work closely with our research department to select appropriate investments from thoroughly researched ideas in conjunction with my own knowledge, style and investment philosophy. Finally, I regularly meet the companies and funds in which we invest and I enjoy debating with colleagues about investment markets.

I specialise in helping clients identify and achieve their investment goals, I work with individuals, pension funds, charities, professional intermediaries, offshore funds and trusts. Based in the Liverpool office I help clients build a suitable portfolio of assets to meet their needs by investing across various asset classes, including UK and overseas equities, fixed interest, hedge funds, infrastructure funds and structured products.

I specialise in managing assets on behalf of private clients, charities, corporates and trusts. I also work closely with intermediaries, such as independent financial advisers, accountants, and solicitors, who introduce their clients to our discretionary fund management (DFM) services. By understanding my clients individual circumstances, risk appetite and financial objectives, I am able to construct bespoke portfolios that can meet their present and future needs. In addition, I sit on the firm's Investment Policy Committee, which plays a key role in constructing portfolios.

I provide holistic financial planning advice and manage multi-asset portfolios as part of our Wealth Planning service to a range of private clients, families and trusts. By focussing on each client's goals and aspirations as a starting point, I am able to create bespoke financial plans and investment strategies built around tax-efficient structures and principles. Frequently strategies are put in place to build wealth over time, plan for income during retirement or to ensure hard earned assets can be passed effectively and tax efficiently between generations over time. The strategies that are agreed upon are kept under regular review and adapted as circumstances, legislation and the investment environment evolve.