PRIVATE CLIENTS

I established Private Clients in 2019, originally as part of Intelligent Money and then as a dedicated stand alone business (Intelligent Money Private Clients).

The proposition was remarkably simple - combine a range of extremely well managed investment portfolios coving different styles and approaches with an unparalleled level of client service and support - including financial and tax planning assistance - all under one roof with low fully inclusive charges.

What really set it apart from its competitors was its innovation and execution, constantly reflecting my own ethos of openness, honesty and transparency so as to deliver the standard of service I would want and expect for myself and my family.