I advise wealthy individuals on how they should manage their finances, helping them to realise their goals through a combination of efficient structuring and effective investment management. I take time to properly understand each individual's situation and requirements before recommending a suitable set of solutions and then proactively ensure they remain appropriate over the long term. Many of my clients today are senior executives, entrepreneurs and business owners, all of whom require a trusted wealth manager who they can rely on to coordinate with their tax and legal advisors.

I specialise in managing portfolios on a discretionary basis for private individuals, trusts and charities. My role is to help clients fulfil their aspirations, both in the short and long term. All aspects of their financial situation are assessed alongside a willingness to tolerate risk in the pursuit of their aims before a tailored investment portfolio is constructed. As life evolves so may my client's needs and requirements. In these cases, and to ensure the best possible outcome, I will work with my financial planning colleagues offering a well-rounded, cohesive solution which addresses all elements of an individual's financial well-being.

I specialise in managing investment portfolios for individuals, trusts including personal injury trusts, pension funds and charities. I also work closely with professional trustees and solicitors in providing investment management services to their clients. I completed my professional exams in 2012 gaining my certificate in Private Client Investment Advice and Management. I am also a Chartered Fellow of the Chartered Institute for Securities and Investment. I use my knowledge and experience to help clients structure and tailor their portfolios for their specific needs.

I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions. My dedication is to help navigate clients to achieve their financial objectives while effectively growing and safeguarding their wealth tax efficiently.

I specialise in investment management and I've seen pretty much everything since the 1987 stock market crash, through the internet boom, 911, Global Financial Crisis and current Coronavirus pandemic. We have always delivered for the clients and their portfolios continue to get stronger and stronger. I have a very diverse range of clients which gives great diversity of experience.

I work with clients and their financial advisers to build discretionary investment portfolios that are risk managed, well-structured and tax efficient. My priority is to find market opportunities that help investors to meet their long term personal and financial goals. I take great care to understand my clients' personal circumstances and to tailor the service I deliver accordingly. I work with a broad array of investors including individuals, families, corporates, charities and trusts.

I am responsible for managing portfolios for both private clients and clients of intermediaries. In the past I have primarily focussed on fund of fund portfolios as I managed the master portfolio service. However, I also have extensive knowledge of direct equities, having been a member of Investec's Stock Sector Committee, and look after a considerable number of clients who prefer to invest in listed equities. My involvement with intermediaries is growing year-on-year as this is an area that I am increasingly focussed on. I manage portfolios within a number of different investment wrappers such as offshore bonds, ISA's, AIM portfolios and pensions, and I also look after a number of personal injury trusts and charity portfolios.

I'm responsible for the day-to-day management of portfolios for private individuals, private limited companies, trusts, charities and pension clients. I have a particular interest in environmental, social and governance (ESG) considerations within investment management and manage a number of bespoke portfolios for clients with specific ethical preferences. I also actively engage in the Group's investment process, sitting on the Equity Collectives Committee.

I have spent my career in the Northwest looking after and managing the investments for wealthy individuals, charities, trusts and corporates.

Over the last 25 years I have built relationships with professional intermediaries as well as key client advisers which allows me to work in partnership the most efficient and effective solutions.

From the Manchester office, I manage the overall portfolio as well as providing the support, administration which is all underpinned by the highest standard of service.

I look after clients across different stages of their lives from starting to save, through a professional career, life changing events and into retirement as well as looking to the next generation.

I work alongside Adam Brewer in managing the portfolios and relationships of a wide
range of clients including: High Net Worth Individuals, Pensions, Bonds, Charities, and Corporate Accounts, the majority of whom came via referral from Financial Advisers.