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Stuart Alldus is listed as Head of Wealth Management at KMI Consultants at KMI Consultants Ltd, a company with 20 employees, based in Lisbon, Lisbon, Portugal. AeroLeads shows a work email signal at yahoo.co.uk and a matched LinkedIn profile for Stuart Alldus.
Stuart Alldus previously worked as Head of Wealth Management at Kmi Consultants Ltd and Head of Investor Relations at Bricklayer Dao.
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I have over 20 years experience in Financial Planning, ranging from Personal & Corporate Protection to Commercial Risks, Property & Casualty to Independent Financial Advice. I listen to my clients' hopes and fears then help put a strategy in place that leaves them confident of addressing both.The world has changed, technology has affected how clients and potential clients want to consume data, carry out their banking, read the news and track their savings and investments. I believe this also stretches to how they want to communicate with their financial adviser. The days of having swarms of advisers descending on the major cities of the world are, we believe, coming to an end.Whilst regular face-to-face communication still has its place, we find that expats are increasingly wanting to be able to speak to their advisers using their smart-phones, tablets and laptops at short notice rather than trying to predict the movement of their diaries days or weeks in advance. Knowing you can ask your adviser in the morning what time you can have a video call that afternoon goes a long way to keeping clients up-to-date and well informed.With this backed up by industry leading internet-based investment platforms, 24-hour online accessibility to performance data on your savings plans and investments - accessing analysis, information and commentary – we’re bringing financial advice into the 21st century.
Listed skills include Wealth Management, Retirement Planning, Investments, Financial Planning, and 33 others.
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A career timeline built from the work history available for this profile.
Lisbon, Portugal
Over 31 years of uninterrupted financial advice for the Expatriate Market.KMI Consultants offer tailored advice to maximise investment returns and minimise tax impact, recognising the individuality of each client’s financial needs.We assist our clients with: -➤ Independent Financial Advice➤ Retirement Planning➤ Frozen UK Pension Location/Transfer➤ SIPP /.
Cyprus
Global
Portman Financial Management was set up by finance professionals convinced there is a smarter more ethical way to deliver positive outcomes for our clients. We assist our clients with: -- Independent Financial Advice- Retirement Planning- Frozen UK Pension Location/Transfer- Education Planning- Internet-based Fund Platforms- Wealth Management- Investment.
London, United Kingdom
Assisting clients with: -- Frozen UK Pension Location/Transfer- SIPP- QROPS- QNUPS- Internet-based Fund Platform - Independent Financial Advice- Wealth Management- Retirement Planning- Personal Finance- Investment Property Sourcing & Purchase- Life Insurance- Critical Illness Cover- Education Planning- Trust Formation- Corporate Bonds- Inheritance Tax.
UAE
Assisting expatriates with - - Frozen UK Pension Location/Transfer- Wealth Management- Retirement Planning- Life Insurance & Critical Illness Cover- Education Planning- Trust Formation- Inheritance Tax Planning- Asset & Portfolio ManagementDuring this time I moved from Dubai to the North of the UAE. I expanded my seminar series to include schools and.
United Arab Emirates
Managing a wide and varied book of expat clients, assisting with - - Frozen UK Pension Location/Transfer- Wealth Management- Retirement Planning- Life Insurance & Critical Illness Cover- Education Planning- Trust Formation- Inheritance Tax Planning- Asset & Portfolio ManagementThis role was primarily made up of new client acquisition which meant I spent.
United Arab Emirates
All aspects of asset and portfolio management for professional expatriates.As the Head of Business Development I managed a team of around 20 BDM's. From their ongoing training and development to monitoring their KPI's, it was my job to get the most out of them at all times. I came up with and ran a series of incentives designed to drive us all towards our.
All elements of business development on behalf of one of the top performing and most well-regarded financial consultants in the region.At my own behest, I asked to expand my role to manage elements of the administration and be part of the client management aspects of the job to try and improve my skill-set faster.
Ipswich, United Kingdom
Commercial Insurance Broker specialising in Manufacturing and Construction risks.Reporting to the Sales Director I was responsible for managing a new business team consisting of a tele-broker and business development manager. Ultimately, my role was to formulate and ensure we executed a business development plan that sourced potential new clients and.
Other employees you can reach at kmiconsultants.com. View company contacts for 20 employees →
Lance Tonge
Colleague at Kmi Consultants Ltd
Switzerland, Switzerland
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IJ
Ian Jones
Colleague at Kmi Consultants Ltd
Prague, Czechia, Czech Republic
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ŠČ
Šárka Černá
Colleague at Kmi Consultants Ltd
Prague, Czechia, Czech Republic
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SB
Simon Batten
Colleague at Kmi Consultants Ltd
Greater Faro Area, Portugal
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CW
Chris Williams
Colleague at Kmi Consultants Ltd
Czechia, Czech Republic
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SP
Soňa Plzáková
Colleague at Kmi Consultants Ltd
Czechia, Czech Republic
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Quick answers generated from the profile data available on this page.
Stuart Alldus works for KMI Consultants Ltd.
Stuart Alldus is listed as Head of Wealth Management at KMI Consultants at KMI Consultants Ltd.
AeroLeads has found 1 work email signal at @yahoo.co.uk for Stuart Alldus at KMI Consultants Ltd.
Stuart Alldus is based in Lisbon, Lisbon, Portugal while working with KMI Consultants Ltd.
Stuart Alldus has worked for Kmi Consultants Ltd, Bricklayer Dao, Kmi Insurance Brokers (Cyprus) Limited, Portman Financial Management, and Lwm International.
Stuart Alldus's colleagues at KMI Consultants Ltd include Lance Tonge, Ian Jones, Šárka Černá, Simon Batten, and Chris Williams.
You can use AeroLeads to view verified contact signals for Stuart Alldus at KMI Consultants Ltd, including work email, phone, and LinkedIn data when available.
Stuart Alldus is listed with skills including Wealth Management, Retirement Planning, Investments, Financial Planning, Pensions, Inheritance Tax Planning, Qrops, and Life Insurance.
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