I am a member of the team that manages the IW&I AIM IHT Portfolio Plan for clients.

I am a Chartered Wealth Manager with experience in specialist Investment Management. In my role as a Wealth Planner, I aim to assist clients in meeting their financial goals at all stages in their life through the development of a detailed financial plan. The financial plan may include protection planning, retirement planning and estate planning. Using guidance from Investec's in-house research team, the underlying investment portfolios are bespoke in nature, each tailored to target specific objectives. I enjoy working with multiple generations of families, achieving objectives such as providing funds for house deposits for children and grandchildren and preservation of wealth through the mitigation of potential inheritance tax liabilities.

As part of our experienced team of investment specialists in the Leeds office, I provide portfolio management services to private individuals as well as to trustee and corporate clients. As a crucial part of my role, I seek to help clients find tailored solutions to meet their specific investment objectives in a way that also best reflects their personal appetite for risk. To achieve this, I work closely with our in-house financial planning team as well as with other professional advisers, such as IFAs, lawyers and accountants, to develop and implement tax-efficient strategies for our clients. Where appropriate, this includes family trusts, inheritance tax and pension planning.

As an investment manager, I work with a team who are responsible for investment strategy and day-to-day management of funds for individuals, trusts, charities, offshore and pension funds. I have also spent time in the financial planning team to broaden my knowledge around all areas of financial planning. This combined experience has allowed me to develop a well-rounded background in wealth planning which I hope to develop as progress in my career.

As an Investment Management Director, my priority is to help my clients achieve their financial goals. By understanding their current position, attitude to risk, financial requirements and investment objectives, I help them to build a tailored investment portfolio that suits their present and future needs.

My pride and commitment to high-quality service is supported and well-resourced by my team of dedicated investment and administrative professionals.

I specialise as a Discretionary Fund Manager (DFM), often working alongside Independent Financial Advisers in order to ensure the best possible outcome for clients. I provide bespoke, tax efficient DFM services for a number of private individuals, trusts, pension schemes, corporate company accounts & registered charities.

As an Investment Director it is my duty to understand in detail your current lifestyle, requirements, and financial objectives to build a tailored investment plan that suits your unique present and future aspirations. My priority is to ensure that you are continually comfortable with your investments and your long-term saving strategy, therefore, as well as face-to-face meetings, it is important to be available to chat regularly when needed. I provide a high level of flexibility in everything I do, which means not only in service, but taking care of Ethical, Sustainable, Environmental, Social, and Governance (ESG) desires, or High Income requirements in Retirement. I'm also able to consolidate all your current investments into one place for simplicity. I typically work with families and individuals pre and post-retirement, but I also manage Pensions, Trusts, Charities, and Company portfolios.

As a Senior Investment Director I manage predominantly discretionary investment portfolios on behalf of private clients, trusts and personal pension schemes.

As a dedicated investment professional, my unwavering commitment is to maintain portfolios at the highest possible standard, aligning them meticulously with clients' risk profiles, objectives, and time frames. To achieve this, I work closely with a team of investment professionals based in our Edinburgh office, all of whom share my passion for delivering on client investment objectives. My paramount focus revolves around catering to my clients' investment needs while keeping a keen eye on their broader financial circumstances and objectives. I assume day-to-day responsibility for the management of their investments, considering their risk tolerance alongside their investment goals to craft a bespoke investment strategy that precisely suits their requirements, all while adhering to agreed-upon parameters. This is underpinned by strong relationships and close collaboration with clients and their advisors. My responsibilities span a diverse clientele, encompassing individuals, pension funds, trusts, and several charitable accounts.

Libby joined Rathbones in December 2021 as a Trainee Investment Manager and was promoted to an Assistant Investment Manager in 2023. Libby works alongside Amos, assisting in managing portfolios.

She has a first-class degree in Psychology from the University of Bristol and worked at Hargreaves Lansdown before joining Rathbones. Libby has completed the CISI Investment Advice Diploma and is currently working towards the Chartered Wealth Management qualification.

I look to provide individual solutions for my clients. Most importantly, I start by fully understanding my client's aims and objectives to see exactly what has to be achieved within the set parameters. There are many different solutions available and identifying which fits best is hugely important, not only at that point in time, but also for the different phases of life that are to come. I manage portfolios for clients but work closely with my financial planning colleagues to find the best structures. Investment returns can be one part of managing portfolios, but their tax efficiency is also very important. As a result, I manage portfolios for individuals, trusts, charities and some companies. I aim to keep an open mind about trends and financial information, look to challenge assumptions but equally, I am happy to be persuaded by a good idea. I believe that this will provide the best outcome for clients that I can achieve.