Appointed Representative
Current
Apr 2024 - Present
AeroLeads people directory · profile
Adrian Flambard Cta Tep Email & Phone Number
Registered Investment Advisor
at
Lawsons Wealth
1 work email found
@devere-group.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Registered Investment Advisor
Location
Portugal, Portugal, Portugal
Who is Adrian Flambard Cta Tep? Overview
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Quick answer
Adrian Flambard Cta Tep is listed as Registered Investment Advisor at Lawsons Wealth, based in Portugal, Portugal, Portugal. AeroLeads shows a work email signal at devere-group.com and a matched LinkedIn profile for Adrian Flambard Cta Tep.
Adrian Flambard Cta Tep previously worked as Appointed Representative at Lawsons Wealth and Registered Investment Advisor at Beacon Global Advisors. Adrian Flambard Cta Tep studied at Uk Chartered Tax Advisor.
Company email context
Email format at Lawsons Wealth
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*@devere-group.com
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Profile bio
About Adrian Flambard Cta Tep
Over twenty years of experience in international financial services, dealing extensively with expatriates in many countries having lived and worked in Guernsey, Hong Kong, South Africa, New York, Bahamas and Europe.The experience/expertise covers UK and International Pension Consultancy, Financial Planning, Investment Advisory, Trust and Estate Planning and Private Banking Initial experience was gained with PWC in Guernsey leading to a UK Chartered Tax Advisor qualification.A high level of experience and expertise has been gained regarding tax planning, UK pensions, QROPS (Qualifying Recognised Overseas Pension Scheme) and International Pensions covering advisory services to individuals and the development and provision of pension solutions to wealth managers globally.Instrumental in developing and supplying international pension solutions, including QROPS from inception in 2006. Extensive work/research carried out both initially and on an ongoing basis in understanding the UK and International tax treatment of QROPS and the estate/succession planning aspects. Qualifications include:- CySEC, Advanced - EU-UK Chartered Tax Advisor (CTA)-Trust and Estate Practitioner (TEP)-Investment Advisor State of New York
Listed skills include Wealth Management, Investments, Financial Services, Pensions, and 27 others.
Current workplace
Adrian Flambard Cta Tep's current company
Company context helps verify the profile and gives searchers a useful next step.
16 roles
Adrian Flambard Cta Tep work experience
A career timeline built from the work history available for this profile.
Registered Investment Advisor
Current
Beacon Global Advisors
Apr 2024 - Present
Senior Partner & Co-Founder
CurrentOur mission is to provide our clients with the best possible advisory experience. We believe that by combining human expertise with technology we can deliver an engaging, personalized investment service tailored to your financial goals.With a combined experience of over 100 years in the industry, our team of seasoned investment advisors is dedicated to.
Mar 2024 - Present
Board Of Directors Member (Voluntary Position)
CurrentI feel honoured and privaliged to have been appointed as a member of the Kick4Life's U.S. Board of Directors Mission: Kick4Life's mission is to develop and implement highly effective and innovative programs that use sport to address social disadvantage among children and youth and provide opportunities and inspiration for them to transform their lives..
May 2013 - Present
Senior Investment Advisor
Brite Advisors Usa, Inc
Jul 2023 - Jun 2024
Director
Brite Advisors Ltd
Brite Advisors Ltd. is licensed and regulated by the Securities Commission of the Bahamas. Our specialized knowledge in cross-border financial planning puts us in the unique position to advise in areas such as UK pension transfers, international retirement planning, estate and succession planning, and investment management for pension trustees.
May 2017 - Dec 2023
Senior Investment Advisor
Brite Investments Usa, Llc
Nov 2017 - Jul 2023
Senior Investment Advisor
Devere Usa Inc.
Mar 2013 - May 2017
Senior Investment Advisor
Devere Group
-Pension Consultancy Services(UK,US and International,including QROPS)-Full Financial Planning Services-Investment Advisory services
Jun 2012 - Sep 2014
Managing Director-Business Development
May 2011 - May 2012
Managing Director - Business Development
Close Offshore Group - Guernsey
Extensive experience gained in providing QROPS and International Pension products and services,provision of Investment Management solutions together with Private Banking Services.Responsible for business development globally(outside of the UK) with extensive travel and time spent servicing wealth managers and clients(individuals) in Europe,Africa and.
Feb 1998 - May 2011
Regional Managing Director - Africa
Finexco International Limited(Part Of The Old Mutual Group)
Head of the African operation.Providing full interndational financial advisory services to individuals
Feb 1995 - Jan 1998
Regional Managing Director - Asia
Finexco International Limited(Part Of The Old Mutual Group)
Head of the Asia operationProviding full international financial services to individuals
Jan 1993 - Jan 1995
General Manager - Finance And Operations
Finexco International Limited(Part Of The Old Mutual Group)
Overall responsibility for Finance and Operations for the group
Jul 1988 - Dec 1992
Head Of Trust Services
Chemical Bank Guernsey
Responsible for launching and running a Trust Services division
Dec 1987 - Jun 1988
Senior Manager - Trust Department
Experience gained over thirteen years in the Audit,Tax and finally the Trust divisions of the Guernsey operation.
Jun 1974 - Nov 1987
3 education records
Adrian Flambard Cta Tep education
Education record
Uk Chartered Tax Advisor
Tep
Trust And Estate Practitioner
S65
Investment Advisor, State Of New York
FAQ
Frequently asked questions about Adrian Flambard Cta Tep
Quick answers generated from the profile data available on this page.
What company does Adrian Flambard Cta Tep work for?
Adrian Flambard Cta Tep works for Lawsons Wealth.
What is Adrian Flambard Cta Tep's role at Lawsons Wealth?
Adrian Flambard Cta Tep is listed as Registered Investment Advisor at Lawsons Wealth.
What is Adrian Flambard Cta Tep's email address?
AeroLeads has found 1 work email signal at @devere-group.com for Adrian Flambard Cta Tep at Lawsons Wealth.
Where is Adrian Flambard Cta Tep based?
Adrian Flambard Cta Tep is based in Portugal, Portugal, Portugal while working with Lawsons Wealth.
What companies has Adrian Flambard Cta Tep worked for?
Adrian Flambard Cta Tep has worked for Lawsons Wealth, Beacon Global Advisors, Rosefinch Investment Advisors, Inc., Kick4Life, and Brite Advisors Usa, Inc.
How can I contact Adrian Flambard Cta Tep?
You can use AeroLeads to view verified contact signals for Adrian Flambard Cta Tep at Lawsons Wealth, including work email, phone, and LinkedIn data when available.
What schools did Adrian Flambard Cta Tep attend?
Adrian Flambard Cta Tep studied at Uk Chartered Tax Advisor.
What skills is Adrian Flambard Cta Tep known for?
Adrian Flambard Cta Tep is listed with skills including Wealth Management, Investments, Financial Services, Pensions, Finance, Investment Advisory, Management, and Wealth Management Services.
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