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My aim is to help private clients, Intermediaries, IFA’s and their underlying clients achieve their financial goals through the provision of a Personal and Professional Investment Management Service.
I have 23 years of industry knowledge and experience, incorporating Market Awareness and Investment Procedures, as well as a firm understanding of Client Requirements.
I am a Chartered Member of the Chartered Institute for Securities & Investment (MCSI) and have completed the Level 7 Chartered Wealth Management Qualification.
Our team, ALPHA : r2 at Walker Crips, manage the discretionary award-winning Defaqto 5* rated suite of Managed (MPS) and Bespoke portfolios. The range of core and ethical portfolios invest in UK and global multi-asset class investments for Individuals, Charities, Trusts and tax wrapped portfolios such as ISA’s, SIPP’s and SSAS’s.
The ALPHA : r2 strategy is crafted with Risk Management at its core. Each portfolio is designed to provide high quality relative out-performance, for a given level of risk.
Along with fundamental analysis, we have advanced portfolio analytics in place, institutional stress-testing and screening that is unprecedented in the Retail market. Our robust investment process has achieved industry-leading performance over the past 3 and 5 year periods (30th June 2019).
The ALPHA : r2 range of MPS portfolios are Risk-Rated by Dynamic Planner and are also available to view on FE Transmission. We have been awarded three Defaqto 5 Star ratings for five consecutive years and won the Citywire Regional Stars award for 2017 and were shortlisted for the London award in 2018.
We have been designing and managing websites since 2005 in WordPress, Joomla, or HTML. For 11 of those years I personally was the sole contractor for a large London corporate company and I have extensive knowledge in Google ranking optimisation. All our new builds include SEO and HTTPS without it costing you more.
We can build websites to suit all budgets and we can organise domain names, hosting, email, Google my business profile, Adwords and fix a variety of website issues. Website Support UK has 2 website builders and a Microsoft certified professional Technician (MCP & MCDST) so we always have someone on hand to deal with your website emergency.
There are lots of projects for you to view and we have lots of five star Google reviews.
15 years in business
How did you hear about the chamber: I have know about the chamber of commerce for some years now but I met Sally at an event and it was the ideal opportunity to join.
Reasons for Joining: To meet likewise businesses and build better business relationships
We specialise in everything from small extensions, renovations, self builds, and bespoke developments. We have been in the building trade since 1990 and are lucky enough to have a solid team of sub contractors whose work is second to none. Most importantly, our clients aspirations are at the heart of what we do. ‘We’ build with you. Keeping you and your brief as the central focus. Regardless of the size of the project, we take your ideas and plans and turn them into a reality. We offer a full ‘turn key’ service, on site project management, through to advice over the phone and everything in between.
Years in business = 1
How did you hear about the Chamber: An IFA I met at Chelmsford EBN
Reasons for joining: To expand my business contact network and to promote my business.
Simple, Streamlined, Efficient Accounting & Reporting
We provide reliable & professional customer focused solutions including system implementation & data migration, bookkeeping services, development of internal control & timely management reporting.
Implement & develop easily maintained modern scalable integrated paperless financial systems tailored to your business.
Our goal is simple, to remove the stress and uncertainty of events management.
We want to be a partner to your organisation, to your brand, to you. We deliver creative experiences, using detailed, trusted and methodical processes.
We are not just an event company, we believe in continuous evolution.
We work with entrepreneurs across the creative industries to bring our clients the talent of the future.
Whether an individual with a new venture, an established business, a charity or large corporation, we will help you deliver an immersive experience that truly resonates with your audience.
Let us put your business centre stage. Let us help you make it happen
The information you need is below:
Why you/your company wish to join Brentwood Chamber
To network with other local businesses
To get involved in any charitable local causes
To promote my business to other like minded individuals
How you heard of the Chamber
Google search for local networking groups
How long you have been in business 3 years
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth
- Investment Planning
- Retirement Planning
- Protecting You & Your Estate
- Tax Planning for Private Clients
- Tax Planning for SME Clients
I have worked in financial services since 2006 and provide broad based advice to business owners, professionals and retired clients. I help you with practical solutions to the financial issues that concern you the most.
As an Associate Partner Practice of St. James’s Place Wealth Management, my emphasis is on maintaining a long term relationship with my clients and to provide my clients with a source of trusted advice as their circumstances evolve. I work with many clients in London and surrounding counties.
White Lotus Wealth Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website http://www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Jo has been a Director and Chief Executive of the Wilderness Foundation since 2004, but has been involved as Projects Director and Project Coordinator since 1998.
South African by birth, Jo has enjoyed a rich life of wild places in many parts of Africa as she grew up. She trained and worked as a Social Anthropologist during the time of Apartheid, working mainly with rural communities. Understanding and measuring the effects of value on wellbeing and encouraging people to respect and understand the value of wilderness and nature lies at the heart of her passion in her work.
Jo focuses on the effects of wilderness on developing sound youth leadership built on environmental awareness and ethics, and developing positive wellbeing and mental health in young people who are vulnerable or at risk.
Using the extensive wilderness network and her close link to South Africa and programmes running there, she merges best practice from around the world into creative programmes that suit British climate and culture.
Over the past 20 years, Jo has established a wide range of programmes within the Foundation to meet these needs of nature connections, individuals and society as a whole. These include Wild Swans women’s leadership, Sirius Environmental Leadership Programme, TurnAround Programme, Out There Programme and the Chatham Green Education Programme. Jo has been a passionate advocate for the Imbewu Programme in South Africa, and in 2014 launched a Scottish programme to mirror this. Jo also leads the South Africa wilderness trails out reach – keeping her love of the wild intact and sharing this with others.
Jo is a Master NLP Practitioner and Advanced Psychotherapeutic Counsellor. She uses her skills in behaviour change facilitation and motivation across the board, with a particular focus on the outdoors.
Wilderness Foundation is a charity based in Chelmsford which offers a range of mental health and wellbeing services for young people and adults, alongside supporting companies with leadership, team building and environmental CSR programmes. We would like to let more people know about us through networking so that more people can access and benefit from our services.
The Wylie Pet Wellness Centre is the new development of the Wylie Veterinary Centre Ltd in the heart of Brentwood. It combines veterinary services, a range of healthy food and sustainable accessories for pets as well as a grooming salon.
Our aim is to work with pet owners to ensure their companions remain healthy through prevention, good nutrition and active lifestyle. We have created a relaxed welcoming centre for pet owners to pop in for consultations, nutritional and behavioural advice or just a coffee.
years in business July 2019 for Brentwood but probably 100 years for Upminster
Reason for joining: networking/marketing/entering the wider business community.