John Cubitt

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