I am the Managing Director, Chief Investment Officer and majority shareholder at A J Buckley Asset Management. We provide discretionary investment management and fee-based wealth management to private individuals and trustees. The company has particular expertise in advising both UK and international clients and, in the UK, focuses on clients in the South of England, although we have clients across the UK.I am a Chartered Fellow (Financial Planning) and Chartered Wealth Manager of the Chartered Investment and Securities Institute, as well being a Certified Financial Planner. I also hold the Personal Finance Society's DipPFS qualification, the CFA Society of the UK's Investment Management Certificate and I am also a full member of the Society of Trust and Estate Professionals (STEP).We take a very methodical and analytical approach to our client's planning, but do not neglect the personal side of understanding what makes our clients tick and what's important to them. By conducting regular reviews and cashflow analysis, we can ensure that we are proactive and do not miss opportunities or protect against threats. Our experience and qualifications allow us to take a joined-up approach, whether that is investment management, pension consolidation or estate planning across generations.