Expertise
- Protection
- Tax Planning
- Retirement Planning
- Savings & Investments
- Estate planning
- Estate Management
- wealth preservation
- Wealth Management
Summary
I specialise in meeting the holistic financial requirements of businesses and professionals who have created or want to create substantial capital or income.
My clients needs tend to be unique and sometimes complex. Therefore, I provide a dedicated, personal relationship with all my clients offering them a bespoke wealth management service.
I provide expertise in investment planning, inheritance tax planning, Retirement planning (in addition to reviewing existing pension provisions), corporate/personal protection and mortgages.
Experience
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Frontier Wealth
Finacial Advisor
2018 - 2023 -
St. James's Place Academy
Associate Acadmey Partner
2017 - 2018The St. James’s Place Academy provides what we believe is an unrivalled development programme for outstanding individuals. The Academy offers exceptional training and development and dedicated ongoing support, helping you to start your own wealth management business and continue to build it into a successful practice.
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Trustee & Investment Managment Services Ltd
Trainee Finacial Advisor
2017 - 2018Trustee & Investment Services specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.
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Frontier Wealth
Financial Adviser
2023 - Current
