"Our professional team is the key to providing an excellent service."
Meet the team
Miles is responsible for the overall day-to-day management of client Discretionary Portfolios. He brings both a high level of knowledge and expertise to the role given his 30 plus years of investm
Read more...Kevin qualified as a Chartered Accountant in 1983 and overseas all client monetary transactions on behalf of Balkerne Asset Management, ensuring they are completed in a timely and secure manner in
Read more...Kevin’s multi-facted role is to undertake several tasks, including investment research whereby stock holdings are analysed in accordance and within the strict parameters laid down by the Chief Inve
Read more...