Keith Simpson, Property Investor And Wealth Consultant

Keith Simpson, Property Investor And Wealth Consultant Email and Phone Number

Business Development Manager @ ADL Estate Planning
England, United Kingdom
Keith Simpson, Property Investor And Wealth Consultant's Location
West Berkshire, England, United Kingdom, United Kingdom
Keith Simpson, Property Investor And Wealth Consultant's Contact Details

Keith Simpson, Property Investor And Wealth Consultant work email

Keith Simpson, Property Investor And Wealth Consultant personal email

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About Keith Simpson, Property Investor And Wealth Consultant

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-

Keith Simpson, Property Investor And Wealth Consultant's Current Company Details
ADL Estate Planning

Adl Estate Planning

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Business Development Manager
England, United Kingdom
Employees:
6
Keith Simpson, Property Investor And Wealth Consultant Work Experience Details
  • Adl Estate Planning
    Business Development Manager
    Adl Estate Planning
    England, United Kingdom
  • Adl Estate Planning
    Business Development Manager
    Adl Estate Planning Feb 2024 - Present
  • Keith Simpson Consultancy
    Wealth Management Consultant
    Keith Simpson Consultancy Jan 2019 - Present
    West Berkshire, England, United Kingdom
  • St. James’S Place Wealth Management
    Principal Of Kfs Wealth Advisory, Partner Practice
    St. James’S Place Wealth Management Dec 2016 - Jan 2019
    117 Piccadilly, London, W1J 7Ju
    With 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.
  • Falcon Private Wealth Limited
    Director
    Falcon Private Wealth Limited Jun 2011 - Sep 2016
    Knightsbridge, London
    Responsible 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.
  • Merrill Lynch Wealth Management
    First Vp - Investments
    Merrill Lynch Wealth Management May 2009 - Jun 2011
    London, United Kingdom
  • Efg Private Bank
    Director, Private Banking
    Efg Private Bank Sep 2006 - May 2009
  • Hsbc Private Bank
    Associate Director, Private Banking
    Hsbc Private Bank May 1997 - Sep 2006
    Head of Greek desk
  • Credit Lyonnais
    Relationship Manager
    Credit Lyonnais 1990 - 1997

Keith Simpson, Property Investor And Wealth Consultant Education Details

  • St Olave'S Grammar School
    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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