Diary of adviser: Sally Bartram

I met with my client support associate and wealth planner to review current cases. Two reports requested were ready for checking, so I phoned these clients to arrange presentation meetings. I travelled to my next appointment at a client’s home to review the discretionary investment management portfolio that Towry look after on their behalf. There are capital gains within their portfolio and we discussed carrying out work in order for them to utilise their annual CGT allowances. After a trip back to the office to submit paperwork, it was home and off with the family to Cornwall for a short break.

Sally Bartram is a wealth adviser at Towry’s Bristol-based office