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Lou Alliston is listed as Business Development Manager at Adviser Platform Ltd at Adviser Platform, based in Contact Info, United States, United States. AeroLeads shows a matched LinkedIn profile for Lou Alliston.
Lou Alliston previously worked as Business Development Manager at Adviser Platform and Business Development Manager at Intatrust Fiduciary Services Ltd. Lou Alliston holds Passed All Exams from Sacred Heart Cork.
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I am currently a Business Development Manager at Adviser Platform, working alongside the CEO for International Business Marc Townsend.We help professional individuals achieve their financial goals through regulated financial planning.What do we do?- Help clients devise, implement and manage a bespoke financial strategy to help you create and maximize your assets.- Using a clients goals and ambitions to create solutions we have a comprehensive range of strategies exclusive to our clients.- Using our market leading technologies our well established relationships with the worlds leading financial institutions allow our clients to make informed independent decisions regarding their finances.🚩Most people worry if they will have enough income when they retire🚩🚩With inflation running at a 40 year high of 9% 🚩 Most people are very concerned at the moment about their hard saved money being completely eroded by inflation.🚩Our clients come to us when:✔️They want to achieve a worry-free retirement✔️They want an adviser that cares about their clients✔️They want to save for the longest holiday of their life - a comfortable retirement✔️They want to create wealth with tax free growth on their investments✔️They want to save for their children's university fees✔️They want a higher return than their savings in a bank account✔️They want to know what to do with the pension they have left behind in the UK✔️They want a formal investor protection scheme✔️They want a bespoke investment portfolio built for them with access to the worlds top fund managers✔️They want to protect their family from an untimely death✔️They want to be able to take their pension with them no matter where they are resident✔️They have inherited a large sum of moneyWithin just a few months of working alongside our clients, they’re frequently able to:✔️ Feel at ease about retirement with a plan they can rely on✔️ Take those long-awaited, carefree family holidays✔️ Spend more time on matters that are most important to them✔️ Efficiently and cost-effectively able to pass on their wealth to their family✔️ Establish a succession plan beneficial to themselves and their familyIf you have ever thought about or are interested in learning about some of the above topics that are relevant to you:I invite you to send me a message here on Linkedin or schedule a free quick introductory call where our CEO of International Business Marc Townsend can chat about your specific needs -👉 https://calendly.com/marcadviserplatform
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Portugal
Adviser Platform is a highly regulated, licensed and authorised boutique financial advisory independent wealth management company incorporated in 1988 and regulated by the Portuguese Insurance and Pensions authority with passporting permissions to write business throughout Europe since 2007.If you have ever thought about or are interested in learning about.
My role is to Develop the business globally for Clients that are looking for the following1. Asset Protection2. Tax Mitigation3. ConfidentialityIf your clients require company formation services in all the major jurisdictions feel free to contact me lou@intatrust.com
Isle Of Man, United Kingdom
Preparing quotations for clients of Financial AdvisorsSupporting Financial Advisors with Offshore ProductsEnsuring clients applications were processed smoothly and efficientlyDeveloping business from existing portfolio of Financial AdvisersEnsuring pipeline of business is issued on timeAnswering complex queries from Financial Advisers
Isle Of Man, United Kingdom
Providing support to existing clients for setting up TrustsSupporting new clients for Company and Trust FormationSupporting the sales teams at FortressProcessing applications of Client companies
Isle Of Man, United Kingdom
Processing Client Fund valuationsAssisting clients with queriesPhoning clients to make sure policies were up todateProcess client applications
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Lou Alliston works for Adviser Platform.
Lou Alliston is listed as Business Development Manager at Adviser Platform Ltd at Adviser Platform.
Lou Alliston is based in Contact Info, United States, United States while working with Adviser Platform.
Lou Alliston has worked for Adviser Platform, Intatrust Fiduciary Services Ltd, Friends Provident International, Fortress Trust Company, and Zurich Financial Services Ltd.
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Lou Alliston holds Passed All Exams from Sacred Heart Cork.
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