Philip Beard work email
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Philip Beard personal email
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Since 1999 I have been helping individuals and organisations invest their money wisely. It doesn’t seem like 20 years but I can tell by the children and grey hairs that it is!As a Chartered Fellow of the Institute of Securities and Investment; private clients, pension schemes, charities and trust companies use my expertise to invest their portfolios.No client is the same and my approach is bespoke with underlying core principles:• I will take a ‘top down’ collective view of your asset base to ensure your assets work together in the most efficient way• My independence will give you the peace of mind that I am considering all investment opportunities.• Our regular reviews will highlight issues and possibilities which can otherwise be missed. • I have built up a network of ‘other’ professionals who I trust with my client’s affairs when required.This is a business of long-term relationships and trust. Your life and Investments are a journey with changing circumstances and challenges. A flexible approach means that when changes do occur, investment and financial planning solutions can be altered, and a new path plotted for the new circumstancesIf you would like a personal, highly qualified and experienced advisor for your wealth or funds, I would delighted to discuss your requirements with no obligation and absolute discretion. Feel free to message me or email philip.beard@lgt.com
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PartnerLgt Wealth Management Jan 2020 - Present -
Investment ManagerLgt Vestra Llp Jul 2008 - PresentCornhill, London
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Investment ManagerLgt Vestra Llp 2008 - PresentCornhill, LondonVestra Wealth:Since 2008, LGT Vestra has been committed to offering clients a fresh approach to wealth management, with a service that is as individual as they are. By drawing together in-depth knowledge and experience from across the industry, Vestra provides a flexible, bespoke service adapted to each clients’ needs.LGT Vestra’s areas of expertise cover:• Portfolio management services • Services for intermediaries and their clients• Private office services• Financial planning• Private equity and commercial property investment opportunities• Foreign exchange• Discretionary portfolio services for US connected clients, via their subsidiary, Vestra US Wealth Management Limited.
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Associate DirectorUbs Wealth Management 2004 - Jul 2008 -
Investment AssistantLaing & Cruickshank Investment Management 1998 - 2004
Philip Beard Skills
Frequently Asked Questions about Philip Beard
What company does Philip Beard work for?
Philip Beard works for Lgt Wealth Management
What is Philip Beard's role at the current company?
Philip Beard's current role is Partner at LGT Wealth Management.
What is Philip Beard's email address?
Philip Beard's email address is ph****@****o.co.uk
What is Philip Beard's direct phone number?
Philip Beard's direct phone number is +120320*****
What skills is Philip Beard known for?
Philip Beard has skills like Wealth Management, Portfolio Management, Financial Planning, Equities, Investment Strategies, Investments, Investment Management, Financial Advisory, Pensions, Inheritance Tax Planning, Wealth Management Services, High Net Worth Individuals.
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