Wealth Management and Holistic Financial Planner
I currently advise clients in the UK and the International marketplace .
Level 4 Diploma qualified and RDR Compliant.
EFPA European Financial Advisor, which ensures that consumers who wish to access advice from UK advisers, or maintain existing relationships in a post-Brexit environment will be able to do so as part of an all-embracing standard across Europe.
Over 20 years experience in financial services.
Operational Risk and Internal Audit controls
Management and Investment Banking
Financial Analysis Skills
Diploma in Regulated Financial planning
Financial planning certificate
Regulated financial planning R02, R06 and RO1
Certificate in insurance
Cemap
Tax advice
Specialties: Holistic Financial Planning, Pensions and Investments, Life and Critical illness cover, Group pension schemes, Group life schemes, Tax, Inheritance Tax, Wills, Mortgages, Group Healthcare
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