Bournemouth, United Kingdom
Chartered Wealth Manager Barclays Wealth & Investment Management
Financial Services
Education
Chartered Institute for Securities and Investment 2014 — 2014
MCSI, Chartered Wealth Manager
Institute of Financial Planning 2009 — 2009
CFP, Certified Financial Planner (Level 6)
Chartered Insurance Institute (CII) 1995 — 2012
Diploma in Financial Planning (Level 4), Financial Planning and Services
Society of Trust and Estate Practitioners 2011 — 2019
Certificate for Financial Services (Trusts and Estate Planning), Currently studying for Certificate for Financial Services (Trusts and Estate Planning)
University of Wales, Aberystwyth 1989 — 1992
BSc (Econ) Hons, International Politics
Cambridge Judge Business School 2015 — 2015
Barclays Executive Accreditation in Entrepreneurs
Experience
Barclays Wealth February 2011 - Present
Hargreaves Lansdown July 2005 - February 2011
Royal Bank of Scotland Group September 2003 - May 2005
HSBC May 1995 - September 2003
Skills
Protection, Team Leadership, CRM, Asset Allocation, Tax Mitigation, Mentoring, SIPP, BPR, Investment Management, Business Development, Executive Coaching, Financial Planners, Holistic Financial..., Certified Financial..., Tax, Family Office, CFP, Offshore Investments, High Net Worth..., Inheritance Tax Planning, Pensions, Retirement Planning, Wealth, Wealth Accumulation, Private Banking, RDR, Financial Advisory, Investment Strategies, Investments, Enterprise Investment..., Trusted Advisor, Sales Management, Estate Planning, Individual Pension Plans, Portfolio Management, Wealth Preservation..., Excluded property trusts, Strategic Financial..., Independent Financial..., Wealth Management, Investment Advisory, Wealth Management..., Tax Advisory, Trusts, Multi-generational..., Financial Services, Trustee Investments, Business Property Relief, Relationship Management, Business Exit Planning