Anna Mccready, Cfa Email & Phone Number

I am an Investment Manager in the North East Charity and Institutional Team at RBC Brewin Dolphin. We help clients in a number of ways, including:-For Charities and Institutional FundsHelping our clients make their money work harder and assisting them on their financial journeyStructuring discretionary portfolios to reflect each organisation’s specific requirementsAssessing risk tolerance, specific income needs and ethical criteriaHelping trustees to craft an Investment Policy Statement-For IndividualsSpending time with clients to listen to what they would like and what they need in order to tailor portfolios for income, growth, accumulation of assets and/or support through retirementFace to face contact, at clients’ homes, offices or at our officeFinancial planning for long term needs, such as income protection, school fee planning, estate planning, pension arrangements and cash flow analysisEffective management of tax allowances, such as ISAs, Capital Gains Tax and Dividend Tax-For IFAsWe are a leading Discretionary Fund Manager and offer bespoke portfolios run locally, with the backing of our in-house Research department and risk processes, delivering consistent outcomes for your clients with an ‘on your doorstep’ serviceWe also offer model portfolios via our Managed Portfolio Service for smaller clients or those in the accumulation phase of life, who may require a bespoke solution later. This is available on several platforms and is driven by our award-winning researchFor further information, please visit www.brewin.co.uk/newcastle or contact me at anna.mccready@brewin.co.uk. The value of investments can fall and you may get back less than you invested. The opinions expressed in this article are not necessarily the view held throughout RBC Brewin Dolphin.

Listed skills include Investment Management, Investments, Equities, Wealth Management, and 6 others.

• 

  University Of St. Andrews

  Ma (Hons) Management, First Class Honours