I specialise in building and managing bespoke portfolios on behalf of private individuals (including pensions and ISAs), charities, trusts and corporates. My primary objective is to deliver good investment returns for my clients whilst providing them, and their advisers, with a first class service. As a CFA chaterholder and with a background in pure portfolio management, I enjoy investment discussion with my clients and coming up with whatever solution is required to meet their needs.

I provide advice and portfolio management services to a diverse range of private clients, trustees, charities and pension investors, and I have specialist experience with insurance company clients with solvency II reporting requirements. I take great pleasure in working closely with my clients to guide them with their finances and managing their assets in order to develop long term plans.

I provide high quality financial planning and investment advice to private clients.

I manage portfolios of investments for my clients, providing a bespoke and tailored service to suit their specific circumstances, financial objectives and risk tolerances, whether they are individuals, pension funds, charitable trusts or otherwise. The greater proportion of my clients provide me with a discretionary mandate, whereby I take responsibility for the day-to-day management of their investments, reporting details of current thinking, positioning and results on a periodic basis (or at a client's request), although I also provide an element of my client base with advisory and dealing services. My team specialise in multi-asset portfolios where investments, for example, in bonds, equities, real estate and precious metals are combined to achieve a particular return profile. We also offer a range of strategies, from conservative, income orientated, fixed interest portfolios through to growth orientated, globally diversified, equity strategies.

I manage private client and corporate portfolios for both domestic and international clients.

I manage portfolios for private individuals, trusts, charitable trusts and pension SIPPs. The ability to empathise with clients, listen actively, communicate clearly and understand people's needs are skills I have honed over the last two decades working in this industry. Everyone would like the highest return with the lowest possible risk, however matching the client's needs to their tolerance of risk requires knowledge of the market, as well as a thorough understanding of the client's circumstances. Evaluation of the client's portfolio to ensure suitability and tax optimisation are key areas which I work on an ongoing basis, especially when the client's situation evolves through life stages.

I manage multi-asset portfolios for private clients, corporate clients and charities.

I manage investments for a wide variety of individual clients.

I manage investments on behalf of private clients, trusts, charities and institutions. By working closely with my clients and their advisers, I structure their portfolios to ensure they achieve their long term investment objectives. I specialise in bespoke portfolio management, with a particular focus on ethical portfolios, and I am a member of the Investec ESG Model Portfolio Group.

I manage discretionary investment portfolios on behalf of individuals, trusts and personal pension schemes.