Chelmsford, United Kingdom
Director at Blackwater Wealth Management Ltd
Financial Services
Education
Chelmsford Colledge of FE 1990 — 1992
BTEC National Diploma In Hotel and Catering, Hotel, Motel, and Restaurant Management
Great Baddow Comprehensive 1985 — 1990
Experience
Blackwater Wealth Management Ltd November 2012 - Present
Partner Practice of St. James's Place Wealth Management September 2010 - Present
BNI Witham in Essex August 2011 - September 2012
St. James's Place Wealth Management April 2008 - August 2010
Legal & General 2007 - 2008
Legal & General 2005 - 2007
Legal & General January 2001 - December 2004
Barclays Wealth Management June 1998 - June 2001
Skills
Education Funding, Group Benefits, Inheritance Tax Planning, Financial Planning, RDR, Employee Benefits, Annuities, Qualified Retirement..., Retirement, College Funding..., Wealth Preservation..., Term Life Insurance, Gifting Strategies, Long Term Care, Wealth Accumulation..., Saving for Education, Estate Planning, Asset Management, Money Management, Insurance, High Net Worth..., Financial Advice, Trustee Investments, Retirement Plan..., Retirement Savings, Portfolio Management, Investments, Investment Advisory, Protection, Holistic Financial..., Wealth Accumulation, Wealth Management, Retirement Income..., Retirement Planning, SIPP, Shareholder Protection, Critical Illness, Divorcees, Key Person Protection, Income Protection, Financial Coaching, Mortgage Protection, Disability Insurance, Insurance Planning, College Savings Plans, Personal Financial..., Financial Management, Wealth, Pensions, Savings