Senior Investment Advisor
CurrentI am a fully qualified International Wealth Manager through the Chartered Institute of Securities and Investment (CISI) with whom I am an associate member. I am also a Registered Investment Adviser Representative regulated by the SEC. I specialize in International Asset Management and Investments as well as all other aspects of financial planning. Specializations include Private Client Portfolio Management, Pension / Retirement Planning particularly UK SIPP and International QROPS pension plans as well as Succession / Estate planning.