Gregory Snell Email & Phone Number

Thank you for taking the time to view my profile.I help private clients, advisors, solicitors and accountants to build truly bespoke investment solutions. The key to it is fully understanding my clients, their circumstances and what their goals are. By doing that I can help build a strong relationship and deliver a solution is that is tailored to their needs over the long term.Continuous monitoring of portfolios is key. This ensures that I am better able to anticipate and react quickly to any opportunities or potential risks. I construct portfolios using a mixture of direct equities, collectives (investment/unit trusts) and alternatives. As Charles Stanley is truly bespoke, I can take into consideration any ethical preferences or cherished holdings a client may have. Reporting is tailored to the client which means I can be in touch as often or as little as necessary.I live and work in the centre of Birmingham and when not at work I can either be seen running along the canals or visiting Birmingham’s many independent restaurants.If you would like to get in touch, please do so on the following details.📧 gregory.snell@charles-stanley.co.uk📞 0121 452 2940

Listed skills include Team Leadership, Customer Service, Microsoft Office, Teamwork, and 8 others.