Barry Travis

I manage portfolios on behalf of private individuals, trusts, charities and pension funds, and specialise in helping my clients to make the right investment decisions, working closely with them to understand their financial goals and tailoring investment solutions to their individual circumstances and tolerance for risk. My priority is to help clients maximise their assets over the long term, working with them to construct investment portfolios that will continue to meet their needs many years into the future, taking into consideration tax optimisation and suitability as their lives evolve.

I advise on investments during clients’  professional careers, pre-and post-sale of their business, optimising returns up to and beyond retirement, tax-efficient investments and managing family assets for the next generation. I also work closely with our financial planning team, combining investment solutions with holistic advice on areas such as pensions and inheritance tax planning, and other professional advisers, including solicitors and accountants. At all times my focus is on providing the highest level of service to my clients.

My entire career has been spent in Financial Services, and I am a Chartered Member of the Chartered Institute for Securities & Investment.