Integris Wealth is a boutique Financial Planning business focused on delivering an exceptional client experience. We are a 'fee only'​ IFA business who will not charge a percentage of your money, but simply a flat fee. We believe that just because you have more, why should you pay more.We help our clients plan for retirement without the stress and worry of having to do it themselves, and we constantly review it to make sure it stays on track. Once that day arrives our clients can sit… Show more Integris Wealth is a boutique Financial Planning business focused on delivering an exceptional client experience. We are a 'fee only'​ IFA business who will not charge a percentage of your money, but simply a flat fee. We believe that just because you have more, why should you pay more.We help our clients plan for retirement without the stress and worry of having to do it themselves, and we constantly review it to make sure it stays on track. Once that day arrives our clients can sit back and enjoy their increased leisure time, safe in the knowledge we will be there to manage their money during retirement. We make sure they receive their income on time and more importantly we make sure the money doesn't run out!We have 20 years of experience to call upon, but we are still young (ish) that we plan to be doing this for a long long time and be there for our clients throughout their lifetime whenever they need us. Show less

I was responsible for a team of business development managers both in the UK and Internationally as well as looking after institutional/DFM/IFA relationships in London. Brooks Macdonald Funds are a boutique fund house who manage alternative assets such as Ground Rents, UK Agricultural land, Student Accomodation, as well as a Defensive Capital fund. They also manage 3 fund of funds that replicate the Brooks Macdonald managed portfolio service. They have over £500m AUM a 400% increase since… Show more I was responsible for a team of business development managers both in the UK and Internationally as well as looking after institutional/DFM/IFA relationships in London. Brooks Macdonald Funds are a boutique fund house who manage alternative assets such as Ground Rents, UK Agricultural land, Student Accomodation, as well as a Defensive Capital fund. They also manage 3 fund of funds that replicate the Brooks Macdonald managed portfolio service. They have over £500m AUM a 400% increase since launch in July 2011. Show less

I was responsbile for maintaining relationships with key clients in London, including IFA firms, private banks, and wealth management firms. My main areas of business were Pensions and Investments.

I worked as an IFA providing my clients with specialist Independent advice mainly centred around Pensions and Investments. I continued to look after my existing clients on moving to Dubai in 2006 and had to stop when I returned to the UK in 2009 and started working for Zurich. My clients continued to be looked after by Blackstone Moregate as it was important to continue providing them with an ongoing service.

I worked as an Account Manager based in London. Responsiblities included working with IFA companies and promoting the products and services of Standard Life. Main areas of business were Pensions and Investments.