London, United Kingdom
Chartered Accountant / IFA helping clients invest, plan for retirement and mitigate tax!
Financial Services
Education
University of Liverpool 1976 — 1979
BA Hons, Accountancy
Hedley Walter School, Brentwood Essex 1969 — 1976
Experience
Devine Financial Management Ltd. July 2012 - Present
Devine Financial Management (True Potential LLP t/a) August 2012 - November 2012
Honister Partners 2009 - July 2012
Bates Investment Services / Millfield Partnership 2003 - 2009
Lamensdorf IFA 2002 - 2003
Bird & Bird LLP 2000 - 2001
Huntlaw Corporate Services (Cayman Islands) 1989 - 1999
Caledonian Bank & Trust 1986 - 1989
KPMG Peat Marwick 1984 - 1986
Touche Ross 1979 - 1984
Skills
Protection, Investment Products, Trusts, Income Protection, Small Business, Financial Advice, Key Person Insurance, Retirement Planning, Financial Advisory, Financial Planning, Strategic Financial..., Term Life Insurance, Tax, Mortgage Marketing, Employee Benefits, Portfolio Management, Retirement Solutions, Inheritance Tax Planning, Mortgage Protection, Annuities, Mutual Funds, Asset Managment, Retirement, Wealth Management, Estate Planning, Personal and Corporate..., Investment Strategies, Insurance Planning, Wealth Preservation, Wealth Accumulation, Finance, Pensions, Drawdown, Savings, Health Insurance, Financial Management, Retirement Income..., Mortgage, Critical Illness, High Net Worth..., Advice on pensions,..., Investment Portfolio..., Insurance, Personal Finance, SIPP, Wealth Preservation..., Investment Advisory, Asset Management, Asset Allocation, Investments