Speakers

Speaker profile

Alice is a Chartered Investment Manager, having graduated from the University of Exeter with a degree in Accounting and Finance, followed by a masters in Wealth Management.

She is passionate about providing decent and reliable long-term investment returns for my clients; returns that can see them through every stage of their life and meet their ever-changing individual needs. These needs may be providing an income, protecting their family, managing the demanding costs of care or to save for a specific date in the future. Finding out what’s important to them, she builds a bespoke portfolio, with tailored advice, that allows them to achieve these objectives.

Alice specialises in managing portfolios for private clients and trusts and takes a keen interest in socially responsible investing; the practice of incorporating environmental, social and corporate governance factors into the investment strategy.