My focus is to help my clients identify and achieve their financial objectives. This consists of working with the client to ascertain what their financial goals are and creating an investment strategy that can meet those goals, whether it be providing an income in retirement, concentrating on capital growth for later in life, or anything in-between. I specialise in investment management, working with Rathbones' comprehensive research team in London and utilising the company's history and experience to construct, maintain and adapt client's investment portfolios. Our investment expertise concentrates on the main asset classes of a portfolio, namely fixed interest bonds, equities, property, and alternative assets.

I'm a founding director of the Birmingham office, with more than 25 years' experience of managing segregated investment portfolios. During this time, I've specialised in building solid personal client relationships through several family generations and professional adviser partnerships. I'm supported by a team which has worked together for over a decade. My previous career within trustee services has given me extensive knowledge of trusts from trustee and investment manager perspectives. My growing charity client base includes educational organisations, religious orders, hospices, industry training councils, and family and general purpose trusts.

I manage a wide range of bespoke, multicurrency portfolios for ultra-high-net-worth, globally minded clients including portfolios in their personal names, trusts, companies or pensions. I have a particular focus on South African clients, whom I visit regularly, but I also manage a number of UK-based clients, particularly those with a global outlook. My over-riding priority is to always act in my clients' best interests, helping them to achieve their financial goals through a deep understanding of their current circumstances, requirements, financial objectives and aspirations.

My priority is to create investment portfolios which are tailored to suit my clients' needs and meet their investment aims. I help build a tailored investment solution based on their current position, financial goals and future requirements. I also work closely with Investec's financial planning team who can provide advice surrounding pension options, retirement planning, inheritance tax planning and life insurance, to provide the best possible solution for my clients. The majority of my relationships are with private clients but I also manage investment portfolios for trusts, charities and personal pensions.

I manage multi-asset portfolios and provide comprehensive financial planning advice as part of our Wealth Planning service, working with high net worth families, individuals, trusts, and charities. My approach is tailored to each client’s circumstances, focusing on portfolio construction, asset allocation, and investment management, while also considering appropriate holding structures and tax-efficient strategies.

I work closely with trustees, accountants, and solicitors to deliver integrated investment solutions across all aspects of a client’s financial life. This often includes the investment of excess savings, planning for retirement, or for families undertaking estate planning to mitigate Inheritance Tax.

Our recommendations are supported by our in-house research team, ensuring that each strategy is grounded in high-quality insights and adapted over time as personal circumstances and market conditions evolve. The goal is always to help clients achieve their long-term financial objectives with clarity and confidence.

I build and manage bespoke investment portfolios to meet the specific requirements of individual clients throughout their lifetime, in a cost effective and tax optimised manner. Requirements may be as diverse as requiring regular income, maximising capital growth, wealth preservation, or a combination of the above. I am supported by a dedicated team of in-house analysts who look for timely investment opportunities across equities, fixed-income, property and alternatives.

I am Divisional Director and lead the region of Scotland and Northern Ireland. I also manage portfolios for private clients, trusts, SIPP's, charities and corporate entities. This involves working closely alongside other professionals, including solicitors, accountants and financial advisers, to build and implement bespoke investment strategies for our clients.

As manager of the Belfast discretionary investment team I ensure we work together to provide an investment portfolio catered to a client's investment needs, including any personal bias or restrictions they may have. I also manage multi-asset portfolios on behalf of private clients, charities, pension funds, trusts, offshore bonds and self-invested pension funds. I am a member of our group Stock Selection Committee and I am actively involved in the office's corporate volunteering scheme.

The best part of my job is getting to know the clients I work with—hearing their stories and helping them build a roadmap to their financial goals. I help people from all walks of life, whether they are saving for school fees, planning for a comfortable retirement, and everything in between.

I have been in the investment world for over three decades, which means I've navigated some pretty major market events. This experience gives my clients peace of mind. I started my career in an administrative role, which gave me a well-rounded view of the business, but it was the human side of investing that truly interests me.

I joined Rathbones as a Senior Investment Director after the merger with Investec, where I had been since 2010. I am a chartered member of the CISI. You can also catch me on the BBC, where I share my perspective on companies and markets each month.

I am a Portfolio Manager and work alongside our Glasgow Investment Directors. I help with the management and day to day running of client's investments.