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IanDilksNeilMaguirePhilipMacAllanDirectorDirectorConsultantIanNeilandPhilipholdregularprogressreviewmeetingsinconjunctionwiththeexperienceofexternalfundanalyststoensuretheportfoliosareconstantlyrobustandeffective.Bydeliveringamarketleadingportfolioserviceclientscanenjoyaprofessionalandstraightforwardservice.Partothelawfnancialmanagementteamsince2004Ianpreviouslyworkedinfnancialservicesbothasamortgagebrokerandfnancialadviseradvisingonpensionandinvestments.IanhasalsoenjoyedacareerasatechnicianintheRoyalAirForce.HiskeyresponsibilitiesarethedeploymentandongoingdevelopmentothePrivateClientPortolioServicestructureinparticularensuringitmaintainsclientocussedsimplicitywithbehindthescenestechnology.IanisamemberotheProessionalFinanceSocietyandspecialisesonadvisingoncareeesplanning.IanhaswrittennumerousarticlesorthepressandbroadcastsregularlyonBBCradio.Neilhasbeenworkinginfnancialservicessince1998havinggraduatedromBirminghamUniversityin1997.HehasworkedinaninvestmentcompanybankingandhasbeenanIndependentFinancialAdviserorover5years.Heisresponsibleordeliveringthefnalportoliostructuresandliaisingwithexternalanalystsandundmanagerswhilstmaintainingregulatorycompliance.Neilsphilosophyistodeliveravaluableandefcientservicebycombiningexpertresearchwiththelatestdevelopments.Philiphasbeenworkinginfnancialservicessince1989havingspent15yearswithahighstreetbank.PhilipbringsawealthoexpertisetothecompanyandisresponsibleordevelopingcloseworkingrelationshipswithproessionalcontactsspecifcallySolicitorsandaccountants.Philipspecialisesininheritancetaxandinvestmentsolutionsorclients.HeholdstheTrustsandTaxqualifcationromtheCharteredInstituteoInsurance.Philipsphilosophyistoprovideadetailedandclearpersonalleveloservice.KEYPEOPLE