I live in Palma de Mallorca and have helped in excess of 1,000 English speaking international workers in the private, NGO, and IGO sectors to create a plan for achieving and maintaining long-term financial security.My clients include Yacht Owners, Yacht Crew, Lawyers, Judges, Doctors, Economists, Scientists, and Directors. In other words, professional “time poor” international workers who simply don’t get the time to think about, never mind plan, the most effective way to use their income and/or assets to achieve and maintain long term financial security, but who are open to the idea of getting expert help to do so.Using my years of experience in the investment and international financial planning sector I take the strain and worry away from key financial decisions by working in partnership with my clients in a long term relationship to…• identify their “what if’s”• prioritise their financial goals• build a plan to achieve them and• make sure that plan stays on track through regular reviewsI pride myself on delivering a level of client care that is accessible and responsive. A level of care that I believe is second to none. Clients say that they stay loyal to us because of the personal relationship we build. Why not put it to the test!?
Listed skills include Management, Financial Services, Negotiation, Crm, and 46 others.