I am a highly motivated, passionate and conscientious Investment Director. I manage bespoke investment portfolios on a discretionary basis for private clients and their families to include GIA’s and ISA’s, personal pensions, trusts, offshore bonds, charities, corporate accounts and SSAS’s. I also work closely alongside external financial planners managing investments on behalf of their clients and supporting them deliver best in class service to their client. A long-standing relationship means that I can build strong foundations with clients and their advisers whilst helping them to achieve their financial goals. I wish to build on this by developing relationships and establishing the sam