My primary role is the discretionary management of my client’s investments. I manage a wide range of bespoke portfolios for high net worth clients and I have expertise in; ISAs, Trusts, Charities and Pension Funds.
No one client’s needs are the same, and with an unbiased approach and careful selection of suitable investments, I ensure that portfolios are tailored and meet each individual’s requirements, whether their priority is growth, income or capital preservation.
Over the years I have formed long-standing relationships with my clients that span through several family generations. I also work alongside other professional advisers, solicitors and accountants to achieve client’s goals and objectives.
I pride myself on a personal service helping clients to protect and grow their wealth whilst planning for the long term’.
Sean is a Chartered Fellow of The Chartered Institute for Securities and Investment (FCIS) and a Chartered Wealth Manager.
Sean’s hobbies are many but include mountain biking, music, motorsports, travelling and family events.