International Financial Adviser
Date of Joining BFMI
Jody has been an International Financial Adviser for just over 10 years, primarily focusing on looking after clients in the Benelux and Eastern Europe. Prior to working as a Financial Adviser, Jody was a Futures Trader. His strong Portfolio Management skills can directly be attributed to his time as a Futures Trader where he acquired knowledge into the mechanics and characteristics of the world’s leading stock indices. He has also had a lot of success in rejuvenating abandoned or underperforming portfolios.
Jody also specializes in pension transfers (QROPS & SIPPs) and retirement planning to assist clients with capital preservation and wealth accumulation.
- BA (Hons) Business Studies
- Member of Institute of Sales and Marketing Management
- Chartered Insurance Institute: Award in Financial Planning
“I had always been a bit hesitant towards financial advisers and have had mixed dealings with several consultants. However, dealing with Jody has been an on-going success since he educated me in financial planning and how crucial it is. Jody has looked after my portfolios for more than 6 years and despite the low-risk approach (at my request) we are showing a healthy profit. However, what I appreciate the most about Jody is his honesty and transparency in every decision he makes. I would recommend Jody to anyone who needs some honest financial advice”. James R – Captain Boeing 747 – Cathay Pacific Airlines