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I have worked in stockbroking and wealth management in Lancaster for over 21 years. I pride myself on maintaining close, local relationships with our clients. Within the Lancaster Office we have extensive experience managing client portfolios in order to achieve long term objectives.
A bit about me:
I live in Preston and have always been a keen footballer, golfer and runner.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Can-do is the constant search to improve everything we do, personally and professionally. It is about building and maintaining long term relationships with clients, to protect and grow their wealth.