Robert Bramham Email & Phone Number

I am an experienced and knowledgeable Chartered Wealth Manager who puts the client at the heart of everything I do.My goal is to become a trusted Adviser who monitors and manages investments on behalf of all types of investors. I work closely with other professional Advisers such as Accountants and Lawyers to ensure a joined up approach and suitability of the services I provide.I start by understanding what the client wants to achieve from their investments, what their aims are and what their time horizon is. Importantly I will help clients understand risk and explain how it can be moderated to suit their own tolerance.I do not provide ‘off the shelf ‘ portfolios for clients, I am able to provide a bespoke solution which ensures an asset allocation in line with their own personal risk profile. The portfolios I create and manage have mix of different assets classes but will be focussed on shares.In summary, I am happy to develop a long term relationship with those clients who are able to invest a minimum of £250,000.I am a safe pair of hands.

Listed skills include Investments, Portfolio Management, Financial Services, Wealth Management, and 17 others.