Stephanie Curtin Email & Phone Number

Marlow, England, United Kingdom

Henley On Thames

By focusing in on people and not processes we can help you get from where you are now to where you want to be. Utilising our 20 years experience, we can assist you to achieve your goals by developing your overall Financial planning and Investment portfolios to achieve their maximum potential. We often work with families as well as individuals.We are.

London /Oxfordshire/ South East

I was responsible for creating investment portfolios for individuals across all income levels as well as giving advice on inheritance tax planning, pensions and tax mitigation.I left here because I wanted to start a new business utilising my 20 years experience in Financial Services.The advice centred largely on an internal wealth management offering.

London, United Kingdom

Close Brothers Asset Management, previously Cavanagh (in their Chancery lane office). Offering advice to individuals - originally within Cavanagh this centred on members of the legal community (Solicitors and Barristers).Giving originally independent advice that became restricted and focused on Close Brothers internal solutions when they took over.

South East/ London/Oxfordshire

Strategic Investment Planner, joined under JP Morgan Asset Management when company was in its fledgling stage, backed by the excellent research resource of JPMorgan. Trading as JP Morgan InvestProviding advice to clients investing into Discretionary portfolios and the appropriate tax wrappers (limited to ISA, portfolio, and SIPP).The company was sold by.

Marlow

Working closely with the Directors. Creating a panel of investments and model portfolios for our IFA's to use. Researching/analysing funds and negotiating terms, meeting with fund management groups, and life offices regularly. Report writing. Internal investment communication to team. Full service Independent Financial Advice Practice offering stockbroking.