Keith Simpson, Property Investor And Wealth Consultant Email and Phone Number
Keith Simpson, Property Investor And Wealth Consultant work email
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Keith Simpson, Property Investor And Wealth Consultant personal email
With a solid background in Wealth Management and International Private Banking, my clients come to me to so that I can help them resolve their financial issues. Where do my clients come from? Well, they are usually based in or around London and the south of England but the fact is that having spent much of my career in international banks and travelling to and from Athens and the Eastern Mediterranean I have a large and diverse network of clients from many countries. Although resident in the UK they are often domiciled elsewhere.So, how can I assist them? I have 40 years (yes 40 years!) experience helping Private Clients manage their banking and investment relationships. I’ve worked as a Relationship Manager and Team Head for a number of well known and influential organisations most notably Barclays International, HSBC Private Bank, Merrill Lynch, Credit Suisse and St. James’s Place. I’m now working on a consultancy basis, Whatever my clients’ background they come to me for guidance across the whole financial services spectrum with particular emphasis on:- Tax efficient investment planning-
Adl Estate Planning
View- Website:
- theadlgroup.co.uk
- Employees:
- 6
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Business Development ManagerAdl Estate PlanningEngland, United Kingdom -
Business Development ManagerAdl Estate Planning Feb 2024 - Present -
Wealth Management ConsultantKeith Simpson Consultancy Jan 2019 - PresentWest Berkshire, England, United Kingdom -
Principal Of Kfs Wealth Advisory, Partner PracticeSt. James’S Place Wealth Management Dec 2016 - Jan 2019117 Piccadilly, London, W1J 7JuWith over 30 years’ experience in Private Banking in both UK and international markets I was invited to join St. James's Place Wealth Management as a Partner in the Autumn of 2016. I had already enjoyed a successful career with a number of Private Banks and I saw this as an opportunity to establish my own Practice and represent a company which would truly put my clients first. -
DirectorFalcon Private Wealth Limited Jun 2011 - Sep 2016Knightsbridge, LondonResponsible for developing business through the acquisition of new clients with particular focus on the Greek and NRI markets. With Falcon's subsequent withdrawal from European markets my main focus became the UK and especially those clients who were resident but non UK domiciled. -
First Vp - InvestmentsMerrill Lynch Wealth Management May 2009 - Jun 2011London, United Kingdom -
Director, Private BankingEfg Private Bank Sep 2006 - May 2009 -
Associate Director, Private BankingHsbc Private Bank May 1997 - Sep 2006Head of Greek desk -
Relationship ManagerCredit Lyonnais 1990 - 1997
Keith Simpson, Property Investor And Wealth Consultant Education Details
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St Olave'S Grammar School
Frequently Asked Questions about Keith Simpson, Property Investor And Wealth Consultant
What company does Keith Simpson, Property Investor And Wealth Consultant work for?
Keith Simpson, Property Investor And Wealth Consultant works for Adl Estate Planning
What is Keith Simpson, Property Investor And Wealth Consultant's role at the current company?
Keith Simpson, Property Investor And Wealth Consultant's current role is Business Development Manager.
What is Keith Simpson, Property Investor And Wealth Consultant's email address?
Keith Simpson, Property Investor And Wealth Consultant's email address is ke****@****npw.com
What schools did Keith Simpson, Property Investor And Wealth Consultant attend?
Keith Simpson, Property Investor And Wealth Consultant attended St Olave's Grammar School.
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