Saint-Palais-sur-Mer, Poitou-Charentes, France
International Independent Financial Adviser Professional
Financial Services
Education
Buxton College Grammar 1965 — 1972
Experience
Sumner Holdings Insurance Advisors Ltd, Sumner International Ltd December 1999 - Present
Prudential Assurance June 1994 - June 1997
Skills
Structured Products, Trusts, Tax, Life Insurance, Critical Illness, High Net Worth..., Bonds, Financial Services, Strategic Financial..., Wealth Accumulation, Securities, Inheritance Tax Planning, Wealth Management..., Portfolio Management, Financial Risk, Retirement, SIPP, Pension Funds, Private Banking, QROPS, Funding, Fund Of Funds, Protection, Investments, Asset Allocation, Asset Management, Financial Planning, Wealth, Investment Advisory, Financial Advisory, Savings, Wealth Management, Retirement Planning, Private Equity, Investment Management, Mutual Funds, Tax Efficiency, Income Protection, Equities, Financial Markets, Pensions, Financial Planners, Alternative Investments, Tax efficient..., Investment Strategies, Estate Planning