A brief introduction,I am a business partnership manager at Morrison Wealth Management LLP (MWM), a Principal Partner Practice of St. James's Place Wealth Management, a FTSE100 company with in excess of £150 billion Funds Under Management.My main focus establish and manage mutually beneficial relationships fellow businesses and individuals with the aim to increase awareness of the assistance and advice that can be utilised by individuals under any circumstance. Whether it may be tax efficiency, advice on retirement and pensions, personal and corporate financial planning or capital growth and investment planning we are able to help.I'm looking to help busy individuals find their 'Financial Fitness' and start making their hard-earned money 'sweat' and work harder for them.WHAT WE DO AND HOW WE CAN HELP YOU?We look to cut through the noise in the finance industry, the tax and legislative landscape and enable 'time poor' individuals and their families to get around to the things that they know that they should be doing every single year.Work and life often get in the way. However, it is vital that you do not neglect your 'Financial Fitness'!We take this time and administrative burden away from you, and enable you to create your own financial freedom after just a matter of a couple of hours through the following process:1. Helping you to understand what you really want out of life and of your hard-earned money2. Create the 'road map' that is going to get you there3. Do the leg work for you and set the wheels in motion towards achieving a 'healthier' financial futureHOW CAN YOU GET STARTED?It's simple, just drop me a message and I can start to take the stress out of all of this for you and set you on the path to'Financial Fitness'.All of our meetings, analysis or recommendations to you come completely without any cost or obligation whatsoever.All it takes to get started is a simple 'financial health check' and takes 30-45 minutes of your time. What've you got to lose?Read to see how we can help?DROP ME A QUICK MESSAGE TO GET STARTED.
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PartnershipsFortis ConnectUnited Kingdom -
Buisiness PartnershipsMorrinson Wealth Nov 2023 - PresentLondon, England, United Kingdom -
AssociateMorrinson Wealth Jun 2023 - Nov 2023London, England, United Kingdom -
PartnershipsDevonshire Green Jun 2023 - Present -
Wealth Management Consultant PlacementSt. James’S Place Oct 2022 - Dec 2022London, England, United KingdomTrainee Financial Advisor Placement at Morrinson Wealth Management Partner Practice of SJP -
Internation Trade Finance Summer AnalystSky Enterprises Llc Jun 2022 - Aug 2022London, England, United KingdomInternational trading and investment management intern -
Sales And Marketing AssociateParkdean Resorts May 2020 - Aug 2021Ayr, Scotland, United KingdomCaravan sales and marketing -
Summer InternPremium Pension Limited Jun 2019 - Aug 2019Abuja, Federal Capital Territory, NigeriaPension Fund Management, Legacy Assets Management and Pension Advisory Services
Frequently Asked Questions about Isaac Femi-Obalemo
What company does Isaac Femi-Obalemo work for?
Isaac Femi-Obalemo works for Fortis Connect
What is Isaac Femi-Obalemo's role at the current company?
Isaac Femi-Obalemo's current role is Partnerships.
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