I offer a broad and holistic advice led service to my clients. As an Investment Manager, I have many years' experience managing investment portfolios. Over and above that, I am a client's first port of call with regard to any financial question or query they may have. I work closely with my colleagues to offer a comprehensive service covering all financial planning and investment management services for clients and their families. I focus on discretionary investment management and aim to build long term relationships with clients ensuring they feel they have a trusted advisor for all financial matters.

My priority is to help my clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help them to build a tailored investment strategy that suits their present and future needs. To ensure the best possible outcome for my clients I work closely with Rathbones’ in-house research team to seek the best returns on clients' capital, matching their risk profiles and objectives to investment portfolios that will deliver for them over the years. I act for individuals, companies, pension funds, charities and friendly societies.

I am a senior investment director based in our Sheffield Office, managing portfolios for private clients, pension funds, charities and trusts, both directly and on behalf of professional intermediaries.

I am responsible for managing investment portfolios for private clients, trusts, corporate clients, pensions and charities. I work closely with each client to build a tailored investment plan, based on their unique requirements and financial objectives, which will ultimately help them achieve their long term financial goals. By also working with both our financial planning team and in-house research team I am able to meet my clients' diverse financial requirements, matching their risk profiles and objectives to investment portfolios that will deliver for them both now and in the future. Where necessary, I have also forged strong relationships with legal and accountancy professionals, to provide investment solutions and tax efficient succession planning to the next generation

I provide advice and investment management for high net worth families, small businesses and trusts, with specific focus on entrepreneurs and senior corporate executives. I have significant expertise and experience in working with business owners or other equity holders, on the personal wealth implications of selling a business. Focusing on each client's unique situation I assist with portfolio construction, asset allocation and investment management, as well as considering relevant holding structures and tax efficient solutions working towards pre-agreed long term goals.

I have over 20 years of experience in private wealth management and as a Senior Investment Manager in the Investec Private Office. I work with high net worth clients and their advisers to help manage their complex wealth needs.

I am one of the investment directors managing the alternative investment market (AIM) and inheritance tax (IHT) investment plans for our clients. I have a wealth of experience in managing all asset classes with a specific focus on equity through direct share investing. I bring a financial analysis through a quantitative tools angle to ensure that we only invest in the best companies within our AIM/IHT plan

I manage a wide range of discretionary portfolios on behalf of private clients, pension funds and trusts. I'm heavily involved with the IFA community and have built strong relationships with professional intermediaries in the local area and beyond.

As a senior investment director, my priority is to help my clients achieve their investment goals. By understanding their current position, requirements and investment objectives, I build a bespoke investment portfolio that suits their present and future needs. I specialise in private client, pension, charity and trust investment management, and work closely with my financial planning colleagues where appropriate, to ensure a holistic service is provided. Having a legal background, I tend to favour finding tax efficient solutions for my clients, which can help increase returns over the long term. To ensure the best possible outcome for my clients I work closely with our in-house research team to identify suitable investments for client portfolios that will deliver for them over the years.

I manage discretionary investment portfolios for a broad range of clients, including pensions, trusts and charities. I also work with advisers to build portfolios that meet their clients' objectives.