I have 31 years Banking and Wealth Management experience managing all aspects of my clients financial goals and objectives. My goals are to provide a one to one level of advice where the clients needs are carefully discussed and bespoke solutions are implemented. I am looking to combine my experience and professional contacts to produce an exceptional level of financial advice that clients can trust.Specialties: Master of Life Planning with the Kinder Institute. Producing a highly personalised experience and truly understanding the actual needs of clients. Being truly independent means that there will never be a compromised choice of solution.International investment, pension and tax expertise
Listed skills include Wealth Management, Investments, Wealth, Strategic Financial Planning, and 34 others.