I am responsible for helping manage the financial affairs and assets of charities, entrepreneurs, professionals, private individuals, pensions, trusts and corporates. Understanding where a client is currently positioned, listening to what they are looking to achieve, formulating a strategy to achieve their objectives and consistently providing proactive advice and excellent service, all helps ensure client goals are being achieved successfully.

I am responsible for advising my clients on how to manage their wealth to achieve their financial objectives. I create and implement tailored wealth management plans based on each client's individual circumstances, requirements and financial goals. Predominantly, I work with business owners and their families, pre and post exit, to help them grow and protect their wealth. This often means working in partnership with my client's accountants, lawyers and other professional advisers to ensure my clients are managing their overall wealth tax efficiently. I also work closely with my colleagues in the research team, financial planning team and a number of independent financial advisers, to provide the best possible solutions. In addition, I work closely with colleagues in our banking division who provide private banking and corporate advisory services.

I am part of a team of investment managers solely dedicated to investing in portfolios of equities listed on AIM (Alternative Investment Market) for clients across the business. The primary objective of our AIM IHT portfolios is to mitigate inheritance tax liabilities for investors, with a focus on reducing volatility whilst still generating an attractive investment return. We manage over 2,000 individual client portfolios each with a position in between 20-40 companies.

I am one of the senior investment directors in the Leeds office where I work closely in conjunction with a small team. Our aim is simple, to create longstanding relationships with our clients through friendly and high levels of service, designing, monitoring and reviewing investment portfolios that seek cost and risk adjusted returns, whilst also being mindful of tax efficiency. We achieve this by embracing the powerful research capability of our business and the wider market, in a forward-looking manner that is highly cognisant of the world that surrounds us.

I am an Investment Manager with 10 years experience in the industry, first supporting the management of and now managing the investments of clients. I work with private clients, trusts, companies and charities on tailored and bespoke mandates to suit the the individual requirements of each client. I have significant experience in portfolio construction and asset allocation where I have served on various Investment committees in previous roles, specifically specialising in alternative assets such as Infrastructure and also passive fund selection and portfolio construction. I am a chartered member of the CISI.

I am an investment director working in a team that looks after assets for private individuals and trusts, as well as pension schemes and charities. Additionally, I provide discretionary fund management (DFM) for a number of financial advisers across the North West. I work closely with the financial planning team in Liverpool advising on areas including inheritance tax planning and putting in place tax-efficient structures, such as SIPPs and offshore bonds, in which their investment portfolios can be managed. I am responsible for managing client assets of approximately £120 million on a discretionary basis.

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.