My role focuses mostly on Business Development and Financial Planning across two of Blevins Franks’ key markets, Portugal and Spain. Having been in the financial services industry for over 15 years allows me to utilise my experience and knowledge to help achieve successful results for the company. On a day to day basis I get involved in marketing, training and mentoring of Advisers, monitoring & supervision, case structuring and management, dealing with complex… Show more My role focuses mostly on Business Development and Financial Planning across two of Blevins Franks’ key markets, Portugal and Spain. Having been in the financial services industry for over 15 years allows me to utilise my experience and knowledge to help achieve successful results for the company. On a day to day basis I get involved in marketing, training and mentoring of Advisers, monitoring & supervision, case structuring and management, dealing with complex queries/issues, technical support, portfolio structuring and relationship management with key clients in the regions. Show less

My key responsibilities include Wealth Management Services (i.e. Portfolio Construction & Management, Estate Planning, Trusts and International Tax advice) mainly to expatriates living in Southern Europe, UK and Malta. Due to nature of the post, I travelled extensively to Portugal and Southern Spain occupying a dual role of servicing existing clients as well as advising prospective clients. The main focus of this role is to ensure that all our clients have a suitable investment and… Show more My key responsibilities include Wealth Management Services (i.e. Portfolio Construction & Management, Estate Planning, Trusts and International Tax advice) mainly to expatriates living in Southern Europe, UK and Malta. Due to nature of the post, I travelled extensively to Portugal and Southern Spain occupying a dual role of servicing existing clients as well as advising prospective clients. The main focus of this role is to ensure that all our clients have a suitable investment and tax planning strategy and that these strategies are reviewed on a regular basis. This role also focuses on improving client advocacy levels.Key Accomplishments1. Protecting and increasing the AUM of the company by improving client advocacy levels2. Increasing Sales Figures over the past 10 years3. Business Retention at very high levels 4. Strong relationship with HNW clients Show less