Investment Director at one of the UK’s leading Investment Management firms, responsible for managing portfolios on behalf of Individuals, Trusts, Pensions, Charities and Companies. Where appropriate I work closely with our in house Wealth Planning team to provide clients with a holistic approach to their financial goals. I also deal directly with solicitors and accountants to provide bespoke discretionary portfolio management for mutual clients. My focus is building strong and enduring relationships with clients that are based on clear communication, consistent returns and the development of long term strategies that meet their individual objectives.