Thomas Roberts

Thomas Roberts Email and Phone Number

Advisor @ IIMG Ltd
paralimni, famagusta, cyprus
Thomas Roberts's Location
Portugal, Portugal
Thomas Roberts's Contact Details

Thomas Roberts work email

Thomas Roberts personal email

n/a
About Thomas Roberts

I specialise in providing cost and tax efficient investments for clients, working with new and existing clients on an individual basis I help them establish various investment strategies paying close attention to the returns, cost and most importantly capital protection.

Thomas Roberts's Current Company Details
IIMG Ltd

Iimg Ltd

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Advisor
paralimni, famagusta, cyprus
Website:
iimgltd.com
Employees:
37
Thomas Roberts Work Experience Details
  • Iimg Ltd
    Financial Services Professional
    Iimg Ltd Nov 2014 - Present
    Global
    Negotiating competitive investment fees and charging structures for clients;*Fixed Income Investments*Offshore Banking*Pension Structures*Wealth and Asset Management*Property Investment*Insurances
    View
  • Opesfidelio
    Associate
    Opesfidelio Oct 2020 - Present
    Portugal
    Member of the OpesFidelio Network to conduct EU regulated Financial Planning and Advice.
    View
  • Leading Offshore Financial Advisory
    Area Manager
    Leading Offshore Financial Advisory Aug 2008 - Nov 2014
    Southern Africa
    I personally provide Offshore Financial Planning and Advice to expats living and Working in Mozambique. I currently specialise in the following;*Offshore Banking*Education Fee Funding and Planning*Retirement and Pension Planning*Wealth Building*Asset and Wealth Management*Forex Trading*Life and Medical Insurance
  • Trc Solutions
    Executive Consultant
    Trc Solutions Mar 2007 - Jul 2008
    Senior Level Recruitment for Financial Services, Leisure, Insurance
  • Advance Search And Selection
    Recruitment Consultant
    Advance Search And Selection Jul 2005 - Feb 2007
    Mid-Management level Recruitment for Financial Services

Thomas Roberts Skills

Financial Advisory Investment Advisory Strategic Financial Planning Qrops Financial Services Financial Planners Financial Planning Wealth Management Investments Life Insurance Portfolio Management Asset Management Wealth Finance Pensions Offshore Banking Business Strategy Retirement Health Insurance Lump Sum Insurance Financial Markets Retirement Planning Recruiting Savings Alternative Investments Funding Income Protection Inheritance Tax Planning Mutual Funds Negotiation New Business Development Consulting Banking

Thomas Roberts Education Details

Frequently Asked Questions about Thomas Roberts

What company does Thomas Roberts work for?

Thomas Roberts works for Iimg Ltd

What is Thomas Roberts's role at the current company?

Thomas Roberts's current role is Advisor.

What is Thomas Roberts's email address?

Thomas Roberts's email address is th****@****oup.com

What schools did Thomas Roberts attend?

Thomas Roberts attended Chartered Institute For Securities And Investment, Chartered Institute For Securities And Investment, Yale College, Queens Park High School.

What are some of Thomas Roberts's interests?

Thomas Roberts has interest in Financial Services, Offshore Investments, Travel.

What skills is Thomas Roberts known for?

Thomas Roberts has skills like Financial Advisory, Investment Advisory, Strategic Financial Planning, Qrops, Financial Services, Financial Planners, Financial Planning, Wealth Management, Investments, Life Insurance, Portfolio Management, Asset Management.

Who are Thomas Roberts's colleagues?

Thomas Roberts's colleagues are Tom Gallagher, Karl Brearley, Brandon Ruddle, Geo M, Paige Driscoll, Patrick Murphy, Jonathan Hedgecoe.

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