Meet Debbie
Debbie has been with the company for 23 years, originally working in the Bath office on the execution only desk whilst taking on the role of event planner for regional client events. She now supports our team of portfolio managers in the Bristol office so they can build the investment arrangements you need.
The portfolio management team advises private individuals, families, charities and trusts on portfolio construction. This could be for growing wealth, capital gains tax management, inheritance tax planning, or creating a sustainable income in retirement.
The portfolio management team also works with independent financial advisers to provide investment services to their clients.
Research, comparison, rebalancing, DIY investing can be hard work. Let our portfolio management team share the load.
Debbie Raven
Portfolio Assistant
Start today
We’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with portfolio management.
