London, United Kingdom
Client Director at Heartwood Wealth Management
Financial Services
Experience
Heartwood Wealth Management December 2013 - Present
Close Brothers Asset Management September 2012 - November 2013
HSBC April 2011 - September 2012
HSBC Bank UK February 2005 - April 2011
Beckett Financial Services Ltd - Beckett Group 2001 - 2005
Yorkshire Bank Financial Services 1997 - 2001
UNUM Group 1993 - 1997
Eagle Star Life & Pensions 1989 - 1993
Skills
Pensions, Strategic Planning, Wealth Management..., SSAS, Employee Benefits, Strategic Financial..., Inheritance Tax Planning, Investments, Wealth Management, Income Protection, Funding, Financial Planning, Investment Advisory, Financial Services, Estate Planning, Chartered Financial..., Business Development, Retirement, Holistic Financial..., G10,G20,G60,G70, AF3,AF5, Critical Illness, Finance, Management, Retirement Planning, Insurance, Asset Management, Investment Management, Personal Financial..., High Net Worth..., Personal Finance, Asset Allocation, Financial Advisory, Mutual Funds, Structured Products, Investment Strategies, Portfolio Management, Protection, Wealth, Relationship Management, SIPP, Trusts, Savings