Craig Gardner Email and Phone Number

Fund advisory firm committed to helping regular savers and portfolio investors achieve their financial goals and to making their dreams become realities• Provide Advisory Wealth Management investment and portfolio management services to the medium to High net-worth private clients within the EU. • Cater to individuals with cross-border interests within the EU and internationally• Advise regular savers and portfolio investors upon wide array of Life Insurance options for investment purposes, to include bank accounts, funds, stocks, bonds and structured products• Select the most appropriate life insurance account/platform, from a large selection of providers • Provide tax advantageous investment solutions, which factor in residency and domicile• Work closely with strategic business partners, asset managers and client servicesServices include:- Retirement Advice Service: We provide retirement planning advice to clients wishing to retire earlier than the normal State Pension age would allow. To do so: we a) assess the clients’ current situation, b) we offer a projection of future income, based upon what they already have in place and c) we then offer possible solutions, if a shortfall in future income is identified.- Succession/Estate Planning: We provide succession planning and advise on the increased benefits and flexibility introduced by the new EU succession rules ratified in the Treaty of Succession Regulation (Brussels IV) in 2012 (also adopted internationally in countries such as Switzerland and Denmark in a separate Treaty) - Will Drafting: We facilitate will drafting for EU and Swiss residents owning assets in other member states.- Wealth Management: We provide highly competitive and flexible individual investment portfolio management to grow, manage and protect your wealth.- Inheritance Tax: Revenue from Inheritance Tax

Responsible for finding,developing and maintaining business customers.had a 2 1/2 yr gap while working here.