Sunbury, Surrey, United Kingdom
M.G Wealth Consultancy & Everything Commercial ,Wills & Trust's
Financial Services
Education
Charterd Insurance Institute & Istitute of Financial Services
Diploma in Financial Services,Advanced Certified Mortgage Practitioner,Equity Release,Long Term Care, Financial Planning and Services
Acton county grammar
Diploma financial services, Finance, General
Acton county grammar
Diploma financial services, Finance, General
EALING
ST ALBANS
BUSINESS STUDIES, BUSINESS STUDIES
Experience
MG Wealth Consultancy 1988 - Present
Harlequins Rugby Union 1979 - 2012
Dunbar Bank plc January 1980 - January 1986
Skills
Debt & Equity Financing, Alternative Investments, Equity Release, Estate Planning, Wealth, Risk Management, Trusts, Investment Advisory, Portfolio Management, Commercial Lending, Debt Restructuring, Protection, Strategic Planning, Asset Allocation, Critical Illness, Commercial Leasing, Banking, Asset Protection, Term Life Insurance, Business Strategy, Inheritance Tax Planning, Long Term Care, Business Planning, Tax, Preparation of Wills, Wealth Accumulation, Wealth Preservation, High Net Worth..., Wealth Management, Savings, Money, Investments, Financial Advice, Income Protection, New Business Development, Retirement Planning, Asset Management, Pensions, Financial Planning, Investment Strategies, Financial Advisory, Insurance, Residential Mortgages, EVERYTHING COMMERCIAL, Private Banking, Hedge Funds, Retirement, Commercial Mortgages, BUSINESS REPORT WRITING, Small Business