I help clients by listening to what their financial aspirations are and to help them, along with their other trusted advisers to achieve those objectives. Every client is different and here at Brewin Dolphin we help our clients meet their lifetime needs as they evolve, from planning for school fees to accumulating funds for retirement, from a portfolio of investments designed to produce income to Inheritance Tax planning, we are there to help at every step of the way. A flexible approach, regular communication and review meetings are all key to identifying how and when changes should be made to investments to keep them on track to meet lifetime goals. Good quality financial advice is also important to make sure that any investments are in the most efficient environment to take advantage of current tax legislation and deliver as personal a service as possible.The great part of my job is that I get to build relationships with clients to provide a service that is personalised to them and focused on their individual objectives and lifetime goals.