Previous Experience
Patrick is a qualified international financial adviser working from the Marbella office. For many years in the UK he ran his own financial services company and is a ‘child’ of the FSA regime.
Patrick has clients all over Spain, Europe and the Middle East and regularly makes visits to them in person. His mission is to deliver a service which enlightens clients to the financial planning choices available to them as expatriates and to structure their finances in a tax efficient, secure and legal manner.
Areas of Expertise
- Investment advice
- International portfolio bonds
- Retirement planning
- International pensions (QROPS)
- Regular premium savings
Qualifications/Accreditations
- CISI Level 4 UK Regulation
- CISI Wealth Management
- CeMAP 1,2,3
Memberships
- Associated member of the Chartered Institute of Securities and Investment (ACSI), membership number 143815
- Institute of Financial Services