Adrian Flambard Cta Tep work email
- Valid
Adrian Flambard Cta Tep personal email
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
-
Appointed RepresentativeLawsons Wealth Apr 2024 - PresentPortugal -
Registered Investment AdvisorBeacon Global Advisors Apr 2024 - PresentUs And Portugal
-
Senior Partner & Co-FounderRosefinch Investment Advisors, Inc. Mar 2024 - PresentPortugalOur 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 helping you achieve your financial goals with confidence and peace of mind.All our equity partners are part of the Rosefinch team, making Rosefinch a true partnership.There are no external shareholders, which means we have no outside masters and can control the direction of Rosefinch ourselves. -
Board Of Directors Member (Voluntary Position)Kick4Life May 2013 - PresentUnited StatesI 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. Vision: Kick4Life's vision is that every child and young person has the opportunity to achieve their potential -
Senior Investment AdvisorBrite Advisors Usa, Inc Jul 2023 - Jun 2024
-
DirectorBrite Advisors Ltd May 2017 - Dec 2023BahamasBrite 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, individuals, and families. Here at Brite Advisors Ltd. we focus on servicing the expatriate community and provide our clients with bespoke international financial planning advice and customized wealth management services. We help to consolidate and migrate assets into a personalized international structure to best meet our clients’ retirement and estate planning goals. Our success as a business is based on the success of our clients. We commit to lowering fees wherever possible; no conflicts, just advice given with only the client’s best interest in mind.
-
Senior Investment AdvisorBrite Investments Usa, Llc Nov 2017 - Jul 2023
-
Senior Investment AdvisorDevere Usa Inc. Mar 2013 - May 2017
-
Senior Investment AdvisorDevere Group Jun 2012 - Sep 2014Greater New York City Area-Pension Consultancy Services(UK,US and International,including QROPS)-Full Financial Planning Services-Investment Advisory services
-
Managing Director-Business DevelopmentKleinwort Benson May 2011 - May 2012Channel Islands -
Managing Director - Business DevelopmentClose Offshore Group - Guernsey Feb 1998 - May 2011GuernseyExtensive 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 Asia.The focus being developing and providing cross border financial planning structures/ solutions and effective servicing/support for wealth managers and clients.The focus being to facilitate efficient and effective international wealth management,including asset protection,trust and company structures,investment management,private banking,tax and estate/succession planning.This required a full understanding of the impact of international taxation and regulations.
-
Regional Managing Director - AfricaFinexco International Limited(Part Of The Old Mutual Group) Feb 1995 - Jan 1998Cape TownHead of the African operation.Providing full interndational financial advisory services to individuals
-
Regional Managing Director - AsiaFinexco International Limited(Part Of The Old Mutual Group) Jan 1993 - Jan 1995Hong KongHead of the Asia operationProviding full international financial services to individuals
-
General Manager - Finance And OperationsFinexco International Limited(Part Of The Old Mutual Group) Jul 1988 - Dec 1992GuernseyOverall responsibility for Finance and Operations for the group
-
Head Of Trust ServicesChemical Bank Guernsey Dec 1987 - Jun 1988GuernseyResponsible for launching and running a Trust Services division
-
Senior Manager - Trust DepartmentPwc Jun 1974 - Nov 1987GuernseyExperience gained over thirteen years in the Audit,Tax and finally the Trust divisions of the Guernsey operation.
Adrian Flambard Cta Tep Skills
Adrian Flambard Cta Tep Education Details
-
Uk Chartered Tax Advisor -
Trust And Estate PractitionerTep
-
Investment Advisor, State Of New YorkS65
Frequently Asked Questions about Adrian Flambard Cta Tep
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 the current company?
Adrian Flambard Cta Tep's current role is Registered Investment Advisor.
What is Adrian Flambard Cta Tep's email address?
Adrian Flambard Cta Tep's email address is ad****@****oup.com
What schools did Adrian Flambard Cta Tep attend?
Adrian Flambard Cta Tep attended Uk Chartered Tax Advisor, Trust And Estate Practitioner, Investment Advisor, State Of New York.
What are some of Adrian Flambard Cta Tep's interests?
Adrian Flambard Cta Tep has interest in Arts And Culture.
What skills is Adrian Flambard Cta Tep known for?
Adrian Flambard Cta Tep has skills like Wealth Management, Investments, Financial Services, Pensions, Finance, Investment Advisory, Management, Wealth Management Services, Investment Management, Strategic Financial Planning, Financial Planners, Estate Planning.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial