I am a ๐๐ถ๐๐ถ๐๐ถ๐ผ๐ป๐ฎ๐น ๐๐ถ๐ฟ๐ฒ๐ฐ๐๐ผ๐ฟ in the Leeds office of RBC Brewin Dolphin. As a ๐๐ต๐ฎ๐ฟ๐๐ฒ๐ฟ๐ฒ๐ฑ ๐ช๐ฒ๐ฎ๐น๐๐ต ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐ฟ, I have over 25 years industry experience helping clients build investment portfolios that are bespoke to their individual requirements. Whether you are an individual, a company, a pension fund (both Self Invested Pensions (SIPs) and company pensions), or a trust, I can help you construct a portfolio of investments that will help you achieve your long term goals.We are one of the largest private client wealth managers in the UK with assets under management of approximately ยฃ50 billion. We specialise in providing services for the clients of IFA's, Solicitors and Accountants and have relationships with several thousand professional intermediaries across the UK. We construct and manage bespoke investment portfolios for clients and currently manage c.ยฃ2.5 billion out of the Leeds office.Heading up the Family Law team in Leeds, I am an ๐๐๐๐ผ๐ฐ๐ถ๐ฎ๐๐ฒ ๐ผ๐ณ ๐ฅ๐ฒ๐๐ผ๐น๐๐๐ถ๐ผ๐ป , the Family Law body, and from this my colleagues and I am help to provide Family Lawyers with the support they need around financial matters in divorce, from financial disclosure around Form E, through negotiation and financial remedy, to Post Settlement.
Listed skills include Investments, Portfolio Management, Securities, Investment Management, and 4 others.