“I work with my clients to understand them and their needs and then tailor investment solutions to help them to achieve the best possible results.”
- Locations
- London, City
Mandy plans and manages bespoke portfolios on behalf of mostly private individual clients – looking after investment bonds, pensions, SIPPS, ISAs and other investment assets.
Proud that she has now looked after many of her clients for more than 20 years, she’s a firm believer in the importance of building long-term relationships. Mandy aims to provide a personal service, giving clients direct access to her as the individual responsible for managing their portfolios.
Mandy’s financial services career started in the late 1980s. She spent 19 years at Gerrard, which became part of Barclays Wealth, before joining RBC Brewin Dolphin in 2007 as an investment manager and divisional director. She is a Chartered Fellow of the Chartered Institute for Securities & Investment and has a Diploma in Investment Management.