Senior Wealth Manager
CurrentI have been a financial adviser for over 23 years. I enjoy spending time with my clients, to really understand their needs, requirements and goals. This ensures that I build individual tailor made solutions. Through my many years of experience, I have developed an in depth understanding of all aspects of the financial sector.I have worked for leading Financial institutions, both in the UK and offshore. I fully understand the complexities involved in all aspects of financial planning, and I am dedicated to ensuring that my clients are informed and advised of the best solutions to meet their specific needs. Furthermore, I understand the importance of maintaining these client relationships, so that the needs and requirements of my clients continue to be met in an ever changing world.Having relocated to Spain from Bristol in 2017, I have studied and enhanced my knowledge to fully comprehend the solutions and benefits of individual EU countries. I now work as a Senior Associate for Holborn Assets here in our Spanish office.My knowledge of the Financial Sector includes tax planning, investment, savings, retirement, property and in achieving the specific financial targets of my clients.I have my Level 4 Diploma in Professional Financial Advice (DipFA through the London Institute of Banking and Finance LIBF – formally the IFS). I have also achieved the full CeMAP (Certificate of Mortgage Advice and Practice).
