My focus is on Discretionary Investment Management for Private Clients and Intermediaries; constructing and managing bespoke investment portfolios in accordance with each client's specific aims, objectives and appetite for risk. Portfolio types include pensions, charitable portfolios, ISAs & trusts. My team provides personalised wealth management for families, pensions, companies, trusts and charities. We manage in excess of £1 billion, working in partnership with Financial Planners and IFAs regarding: Private pensions Trust and estate planning Tax Protection