Holistic wealth advice for directors and senior executives.Typically individuals in this sector are chronically underserved in terms of financial guidance whilst also being the most in need of guidance.Please do free to contact me regarding setting up a no-cost and no-obligation financial health check.

As an adviser at Mardon Financial Advisers Ltd, Chartered Financial Planner Partner Practice of St. James's Place Wealth Management based in Shrewsbury, my emphasis is on building and maintaining a long-term financial planning relationship with my clients, providing them with a source of trusted advice as their financial needs evolve over the years.My advice covers all areas of Wealth Management, including Retirement Planning, Investment Planning and Inheritance Tax Planning, to both… Show more As an adviser at Mardon Financial Advisers Ltd, Chartered Financial Planner Partner Practice of St. James's Place Wealth Management based in Shrewsbury, my emphasis is on building and maintaining a long-term financial planning relationship with my clients, providing them with a source of trusted advice as their financial needs evolve over the years.My advice covers all areas of Wealth Management, including Retirement Planning, Investment Planning and Inheritance Tax Planning, to both personal and business clients.For more details please see www.mardons.co.ukMardon Financial Advisers Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The title `Partner Practice' is the marketing term used to describe St. James's Place representatives. Show less

I am responsible for reaching out to new potential clients for Mardon Financial Advisers who are a Partner Practice with St. James Place Wealth Management. I am a passionate believer in putting client's needs at the heart of everything I do, a philosophy echoed by Mardons.Mardons has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry's gold standard for firms of financial planners. Our team of highly… Show more I am responsible for reaching out to new potential clients for Mardon Financial Advisers who are a Partner Practice with St. James Place Wealth Management. I am a passionate believer in putting client's needs at the heart of everything I do, a philosophy echoed by Mardons.Mardons has been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry's gold standard for firms of financial planners. Our team of highly experienced and qualified advisers specialise in different disciplines and are supported by qualified support staff using excellent systems and processes. Our focus is to make it simple for our clients to manage their wealth more effectively. We have significant depth and breadth of expertise across all wealth management disciplines. Our insights, gleaned from more than 25 years of trading, coupled with the resource, expertise and governance provided by St. James’s Place Wealth Management enable us to help successful entrepreneurs, families, trusts and foundations grow, preserve and manage their wealth. Wealth management gives the security and help to protect what you and your family have worked hard for. At Mardon we focus on saving significant time, and concern for high net worth and ultra-high net worth individuals through tax efficient planning strategies. We provide advice in many areas, but the key areas currently are:Tax efficient schemesIncome, capital gains and inheritance tax mitigationPre-& Post Retirement options planningEstate planningOnshore/ offshore investment planning.Protection.For an introductory meeting to our services with one of our wealth managers that is strictly no obligation please contact me at B.Michael@sjpp.co.ukThe levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Show less

I was responsible for reaching out to new prospective clients at MWM to organise appointments for them with two of the senior advisers there. I would explain to interested parties how the company approach to wealth management could prove effective in optimising their portfolios and strategies and ultimately how it would save them time and money whilst alleviating financial concerns.

EntaTech are one of the UK’s leading privately owned IT distributors, with over 20 years industry experience we strive to supply an excellent, personal service to all customers no matter how large or small.We currently offer over 9000 products from 75 manufacturers and deal with trade only customers, we offer well-known brands such as Microsoft, AMD and Intel but continue to build an innovative product mix and are the exclusive UK distributor of choice for several brands.Our… Show more EntaTech are one of the UK’s leading privately owned IT distributors, with over 20 years industry experience we strive to supply an excellent, personal service to all customers no matter how large or small.We currently offer over 9000 products from 75 manufacturers and deal with trade only customers, we offer well-known brands such as Microsoft, AMD and Intel but continue to build an innovative product mix and are the exclusive UK distributor of choice for several brands.Our main product categories are Components, Networking, Peripherals, Retail, Security, Software and Systems with products and solutions to suit varying user needs from home user to enterprise, casual gamer to enthusiast and offer suitable solutions for your public sector customers.Entaonline.com is our 24 hour 7 days a week business to business online eCommerce facility. It is a vital part of our trading system and offers our customers an ever increasing array of tools and resources. Show less

Providing quotations, Logistic for customer orders, managing complaints and general customer service duties. Supervising a team and motivating personal to perform against set KPIs and achieve 95% or above feedback on through Feefo Ebay and Amazon.Effective team working in order to rectify errors in the company's website and pricing and using customer feedback to suggest effective new lines to be explored.