Sara Anscombe Email & Phone Number

Thank you for viewing my profile. I am an experienced Private Client Investment Manager, building and managing discretionary portfolios for individuals and trusts. Proud to be working for Charles Stanley offering a range of tailored personal investment services to private clients, trusts, charities and pension funds. I enjoy building a good relationship with clients and creating individual portfolios to suit their needs and meet financial objectives. Based in central Oxford and covering the surrounding area, with clients nationwide.I am interested in ESG and Ethical investing including building this into clients portfolios. I am active with a dog and a young family, living in the countryside. I enjoy swimming and reading as well as following the football, just not very good at playing it!I am a member of the Chartered Institute of Securities and Investments (CISI); having completed the CISI Masters in Wealth Management level 7 diploma. Fully RDR compliant. Completed the Chartered Financial Analysts (CFA) Investment Management Certificate (IMC). Having studied at the University of Leicester, I have gained experience at Thesis Asset Management and Redmayne-Bentley, before joining Charles Stanley in May 2014, undertaking the necessary qualifications to make me fully compliant for the Retail Distribution Review. I research and manage investments in equities, corporate bonds, investment trusts, unit trust, exchange traded funds and alternative assets. I specialise in giving advise for clients who want portfolios to meet their needs and can keep you updated as much or as little as wanted. Are you short of time and need some one to handle the day to day management of your portfolio? Do you have a large exposure to a single stock or capital gains issues within your portfolio and need a solution? Do you question if you are investing in a way that matches your risk outlook? In a fast moving world continuous monitoring of your investments is key. I build globally and asset class diversified portfolios using direct equities, collective investments and ETFs. SpecialtiesStockbroking, Private Client Investment Management, Asset Management, Wealth Management, Investment Analysis & Research.If you would like to speak to me please reach out via email to sara.anscombe@charles-stanley.co.uk or over the phone on 01865 320000. I am happy to discuss your future plans, immediate investment needs and anything in between. If you are considering how to invest or whether your existing investments meet your needs, it would be lovely to have a discussion.

Listed skills include Investments, Equities, Asset Management, Portfolio Management, and 4 others.