Chartered Financial Planner, Chartered Wealth Manager FSCI, Independent Investment Specialist and Financial Planner, Retirement Planner (CII AF7 pension transfers qualification), life assurance for estate planning, RDR Level 6 investment qualified . With over 30 years experience in Financial Services, including advisory, management and business development in banking, trust and investments. STEP International Diploma qualified to ensure that I am able to have the technical knowledge and understanding for clients who either require structuring, or may have existing wealth structures in place that need the assistance of an experienced financial planner. Have a strong interest in ESG, charitable and philanthropic sector.Integritas Wealth Partners - Providing bespoke wealth management services.The term “Partners” refers to how we work with you to help you meet your financial goals, while developing an understanding of what is important to you, your values and your aspirations. We are focused on developing long-term relationships based on trust and integrity and take pride in placing our clients’ best interests at the forefront of everything we do.Integritas is committed to setting high professional standards and places strong emphasis on ensuring that industry knowledge remains relevant and current. Advisers of Integritas are experienced wealth management professionals, having worked at leading global financial institutions.Integritas Wealth Partners is also an appointed adviser of St. James’s Place International, part of the award-winning St. James’s Place Wealth Management Group, a new and exciting development that allows us to be able to advise you in relation to certain St. James’s Place International Products that are usually only available in the UK through members of the St. James’s Place Partnership. The combination of market-leading solutions and local expertise with a deep understanding of our clients’ needs provides the strength and flexibility in this ever-changing industry.