Having completed all the exams required for my level 7 Chartered Wealth Management (CWM) qualification from the Chartered Institute for Securities and Investments (CISI), I now apply this knowledge and experience both for my own direct clients as well as supporting other ARK capital advisors with their own clients who have more unique circumstances or requirements. This is done through custom support and tailored holistic report services that ensure these clients achieve the best outcomes. When producing a custom holistic report, we consider tax optimisation, investment allocations, risk management, safe custody, value for money and personal prioritise and objectives, to ensure the best custom solution for each client.Please see a full list of all my professional qualification achieved below in the 'Licenses and Certifications' section of this page.

I assist successful professionals and High Net Worth Individuals with regards to all aspects of their financial planning and wealth management, helping them to achieve and cement financial independence for themselves and their families. This includes addressing areas such as retirement planning, health and life insurance cover, investment management, tax management, real estate investment and education planning. In addition to being experienced in the traditional finance sector I am also an earlier adopter and enthusiast for digital assets and cryptocurrencies. I can help my clients to obtain a curated exposure to the the worlds best performing asset class, whilst remaining part of a wider diversified portfolio, if appropriate. My aim is to use my knowledge and experience in the digital assets industry to enhance traditional investors portfolio returns, whilst avoiding the many pitfalls that cause the majority of newcomers to lose money in this exciting, yet volatile, new space.

I undertook a two-week internship in which I spent one week focusing on robotic process automation and specifically its application to auditing and another week learning how to undertake and present financial analysis on publicly traded companies. In the first week my main task was to create a automated programme which would process and search large amounts of audited companies data and collate and format specific information into a new excel document. In the second week I performed a comprehensive financial analysis and comparison of two luxury car companies, I then produced and gave a presentation of my analysis to the rest of the team.

My role was to assist with the teaching of English to the senior and middle management of Taiyo auditing firm. Our teaching focused on both English in a business setting as well as on broader conversational topics. My proudest achievement in this role was producing a speech for the CEO which he delivered when he was accepted into the Grant Thornton international board of governors.