Chartered Fcsi, Assistant Director
Current• Managing client investment portfolios in a way in which is best suited to help achieve an individual objective to give financial peace of mind.• Regular meetings with clients to help them understand what we do as custodians of their money and gives peace of mind that they are being looked after.• Attending investment conferences as part of the idea generation process that is part of delivering the best possible outcomes to clients. • Managing risk and asset allocation to ensure the suitability of investments for all clients to ensure the suitability of their portfolio in generating the best outcomes.