Philip Beard Email & Phone Number

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

Listed skills include Wealth Management, Portfolio Management, Financial Planning, Equities, and 8 others.