Helen Squire Email & Phone Number

Experienced Wealth Manager with knowledge and understanding of all aspects of Wealth Management gained over the last 20 years. Entered Private Client Stockbroking after graduating from the University of The West of England with Honours in Business & Finance. Subsequently qualified as an Investment Manager and began managing private client portfolios, becoming a Fellow of the Chartered Institute for Securities & Investment in 2001 and then a Chartered Fellow in 2015. Currently part of the Bristol Discretionary Team at Rowan Dartington specialising in the management of discretionary and advisory portfolios and also working closely with our St. James’s Place Partners.Rowan Dartington is an independent wealth manager. Rowan Dartington offers a broad range of portfolio management services, specialising in advisory and discretionary investment management. The company provides personalised investment management to IFAs, private clients, companies, charities and trusts. Rowan Dartington's head office is based in Bristol, with the company operating from various other locations across the UK. These include London, Exeter, Taunton, Birmingham, Hereford and Weston-Super-Mare. Specialties:Discretionary investment management, Advisory investment management

Listed skills include Investments, Portfolio Management, Investment Management, and Wealth Management.

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  Chartered Wealth Manager

  Rowan Dartington & Co Ltd

  1994 - Present - Bristol, United Kingdom

  Rowan Dartington is an independent wealth manager. Rowan Dartington offers a broad range of portfolio management services, specialising in advisory and discretionary investment management. The company provides personalised investment management to IFAs, private clients, companies, charities and trusts.