I am Deputy Head of the Birmingham Office and lead a team of highly skilled and experienced Investment Managers; however, my primary role is protecting wealth for clients and growing their assets. I specialise in the management of bespoke investment portfolios on behalf of Private Clients and I have expertise in; ISAs, Offshore Bonds, Trusts, Charities and Pension Funds. Portfolios are individually tailored to accurately reflect client’s objectives, time horizons and any ethical considerations they may have. This can often involve working alongside professionals including Independent Financial Advisers, Accountants and Solicitors. Regular contact with clients is an important part of our pers