Professional experience and career objectives: A fully qualified financial adviser since 1998, I worked with the high net worth division of the Prudential before becoming an independent adviser with Redcliffe Associates, who subsequently became Thomsons Wealth Management. It was during this time I was lucky enough to work with some of the most experienced and successful people in the industry, who shared with me their wealth of knowledge and gave me an incerdible understanding of the business I was in, as it isn't always an easy one!
Skills and areas of expertise: Investment,estate planning,protection planning,inheritance tax,pension planning,understanding of the client,
Current Employment
Financial Adviser
Intrinsic Financial Services
(Finance) - United Kingdom
march 2008 - Today (1 year 8 months)
To build and protect the financial future of the client, to help them meet their goals and objectives and to subsequently enable them to pass their wealth on to their loved ones the way they see fit.
Senior Executive
Breeze
(Computer Science, Internet) - United Kingdom
To show people how, with the help of the huge range of produts and services within Breeze, they can utilise the internet to make money, either with their existing business or with a new one.
Estate Planing Consultant
Estate & Succession Planning
(Legal Services) - United Kingdom
march 2006 - Today (3 years 8 months)
To carry out accurate Will writing and estate planning in accordance with how the client wants to protect their assets and eventually pass them on to their beneficiaries.
Former Employment
No job entered.
Education
Menzieshil High School United Kingdom
, august 1980 - june 1986
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