Church Commissioners
Asset Managers
Providing strategic development and investment advice on the development of farmland into retail at Ashford, including:
Investment Sales
Strategic Planning
Development Agreements
Appraisals
Joint Ventures
Litigation
Coordination of Multi-disciplinary Professional Team
Infrastructure
Compulsory Purchase
The Pemberton Barnes Trust
Charity
Strategic investment advice and transaction managements, including:
Maximising high street values by changing upper floors to residential
Landlord & Tenant
William Leech Investments
Charity
Strategic investment & development advice, including:
Investment Portfolio Selection
Strategy Investment Forecasts and Tends
Development Agreements Including Relocating Allotments
Radley College
Charity
Strategic investment advice and asset management at Akeley Wood School, including:
Landlord & Tenant
Residential Development
Chilworth Ltd.
Private Wealth
Development land strategy (farmland into new homes), planning and proposed sale, including:
Development Agreements
Joint Ventures
Planning Policy
Appraisals
Infrastructure provision
Forecasting House Prices
The Calthorpe Estate
Private Wealth
Trustee to private wealth; Non-Exec Director (seven companies):
Trustee Law & Practice
Governance
Leadership & Inspiration of Team.
Private Wealth Tax
Appointed CEO/FD
Financial Performance & Oversight
Strategic Investment & Anticipating Occupier Requirements
Estate Master Planning
Residential Development
Transforming 1960’s Buildings
Agricultural Estate – Scotland
Medical & Life Science Parks
Litigation – Modification of Restrictive Covenants
The Royal Foundation of St Katharine
Charity
Strategic investment & development advice at Limehouse:
Residential Development
Charity Trust Advice
Development Agreements
Charity Act Certificates
Saxon Estates
Private Wealth
Strategic development advice and negotiations with developer, including:
Farmland to Science Park/Residential
Planning
Development Agreements
The Brewer Trust
Charity
Trustee:
Governance
Investment Performance
Indirect Investment Stock Selection
Distribution Policy
Social Responsibility
The Putney Churches Development Trust
Charity
Trustee:
Raising & Distributing Money for Church Improvements & Redevelopment
“We deliver a personal service with excellence and a deep understanding of our clients needs to realise latent value through investment strategies and development advice.”