Philip Bell

I manage assets for a range of clients including private individuals, trusts, charities and pensions. Whether you have existing investments in any of these areas that you wish to be reviewed or if you have cash to be invested, I will be delighted to speak with you. Often my clients are seeking a joined up approach to the management of family wealth, thinking about next generations or have inherited money or sold a business and they need guidance as to how it should be invested to meet their needs. I would welcome the opportunity to listen to what you require and develop an approach with the aim to meet your requirements.