London, United Kingdom
Director / Chartered Wealth Manager at Coutts & Co., Chartered MCSI and Board Trustee at Essex Community Foundation
Financial Services
Education
Judge Business School, University of Cambridge 2012 — 2012
Wealth Advice & Portfolio Theory
Loughton College of Further Education 1983 — 1986
BTEC National Certificate, Banking
Buckhurst Hill County High School 1978 — 1983
Experience
Coutts & Co July 2012 - Present
Essex Community Foundation November 2013 - Present
Coutts & Co. May 2008 - July 2012
Lloyds TSB September 1992 - May 2008
Adam Kennedy Estate Agents 1990 - September 1992
Prudential Property Serv 1988 - 1990
Bairstow Eves Estate Agents 1986 - 1988
Lloyds Bank Limited September 1983 - September 1986
Skills
Holistic Financial..., Negotiation, Operational Risk, Presenting Ideas, Structured Products, Bonds, Strategic Financial..., Investment Advisory, Retail Banking, Mutual Funds, Financial Planning, Inheritance Tax Planning, Financial Markets, Closing, Skilled Communicator, Financial Risk, Personal Financial..., Wealth Management..., Social Influence, Interviewing, Alternative Investments, Retirement Planning, Estate Planning, Finance, Pensions, Influencing, Asset Management, Collaborating for..., Wealth Management, Equities, Problem Solving, Trust, Private Banking, Financial Advisory, Investment Management, Interviews, Investment Banking, Financial Services, Fixed Income, Income Protection, Investment Strategies, Building understanding..., Savings, Asset Allocation, Relationship Management, Investments, Credit, Portfolio Management