I am dedicated to helping private investors to develop strategies for a succesful financial future.Looking after individuals, families, companies, trusts, charities, whether directly or via financial advisers.Individually Chartered Fellow of the Chartered Institute for Securities and Investment (CISI)I am passionate about helping clients to create personalised investment strategies that meet their individual needs and views on risk and return.I am an experienced investment manager with many long-standing client relationships.I lead a dynamic team of investment managers and support staff. We are happy to talk to new clients and their financial advisers to help desgn investment strategies to suit their individual requirements.I provide a very personal service and beleive strongly that a good relationship with clients and their financial advisers is essential to succesful investing.Our services offer ecxeptional value for money - an initial assesment of your financial needs comes at no charge, so please contact me to arrange a meeting or to discuss your circumsances over the 'phone.
Listed skills include Investments, Investment Strategies, Wealth Management, Equities, and 13 others.