Gillian is an Financial Advisor with over 20 years’ experience. Having worked in Bermuda for 9 years and previously in Hong Kong.Gillian specialises in retirement planning, including pensions, QROPS and SIPPS; saving for education fees, and lump sum investing.Presenting seminars to companies and groups to enable their employees to have the financial freedom they deserve in retirement and attain future financial security.Working with Women’s groups to empower their… Show more Gillian is an Financial Advisor with over 20 years’ experience. Having worked in Bermuda for 9 years and previously in Hong Kong.Gillian specialises in retirement planning, including pensions, QROPS and SIPPS; saving for education fees, and lump sum investing.Presenting seminars to companies and groups to enable their employees to have the financial freedom they deserve in retirement and attain future financial security.Working with Women’s groups to empower their knowledge to improve their Wisdom for growing their Wealth. (Women Wisdom and Wealth)“Our clients share our long-term, patient and multi-generational approach to building and sustaining wealth. They want a firm to help them navigate through the ebb and flow of life. They are seeking an advisor who will take care of every aspect of their financial life. They know that they have better things to do with their time than obsess over their finances and want an advisor who they can trust to obsess for them.”Since 2015 - Gillian is the Philanthropy Chair for 100 Women in Finance, Bermuda. Show less

International Financial Advisor. Offshore investments solutions; Portfolio management; Retirement planning including QROPS and SIPPS; Education Fees planning. Compliance oversight: T&C; Risk functions. Sales Strategies; Delivering training solutions to staff and advisors. .AML/KYC, Data Privacy.

Fund raising and event planner for local Bermudian charities.Including Art exhibitions.

Sales development and supervisor for both experienced advisors and new entrants. responsible for advisor T&C; Firm start up audits and operational risks. Deliver training courses for the diploma/Level 4 qualification.Specialist in Wealth Management & Pensions, with broad experience across sales, operations; and T&C. Proven experience in interpreting strategic objectives into achievable objectives. Delivers optimum solutions & profitable outcomes for both Business & Customers.… Show more Sales development and supervisor for both experienced advisors and new entrants. responsible for advisor T&C; Firm start up audits and operational risks. Deliver training courses for the diploma/Level 4 qualification.Specialist in Wealth Management & Pensions, with broad experience across sales, operations; and T&C. Proven experience in interpreting strategic objectives into achievable objectives. Delivers optimum solutions & profitable outcomes for both Business & Customers. Top Sales Manager 2010 ( 255%) Show less

Delivering training solutions to staff and advisors. Ensuring cases meet standards set and follow sales processes. Reporting monthly MI to Board. Responsible for maintaining and publishing standards and T&C.

Long Term Care PlansAnnuitiesLean Six Sigma; Six Sigma Green Belt

Advisor specialising in equity release products