Henley-on-Thames, Oxfordshire, United Kingdom
Experienced capital projects finance, property, energy and IT entrepreneur
Investment Management
Education
DeVere International 2011 — 2011
International Investment Course in Malta, Offshore Retail Packaged Investments, First Place - 93%
PPC in Newcastle 2009 — 2010
IFA Induction (Fit & Proper) Course, Retail packaged Investments, PASS
St James's Place 2006 — 2009
Experienced Partner, 9 Full Specialist Licences
Personal Finance Society 2001 — 2002
CeMAP, Retail Mortgages and UK Property
Chartered Insurance Institute 1998 — 1999
MAQ, Retail Mortgages
UCE Birmingham Business School - Investment Institute - The Law Society 1995 — 1997
Investment Diploma, Retail Packaged Investments
King James Grammar School 6th Form 1977 — 1979
English, History, Economics, Maths, Sport, Music
Grammar School 1972 — 1977
Humanities, Maths, English, French, Economics, Science, Music, Sport, RE
Experience
Global Sustainable Environments Ltd (GlobeSen) April 2012 - Present
Henley SB Associates August 2011 - Present
TK Associates March 2010 - Present
St James's Place September 2006 - November 2009
Executive Advisory Services April 2003 - December 2006
Alan Edwards and Associates 2001 - 2003
GT IFA in Marlow, Bucks 1996 - 2001
Thomas Parfitt and Lacey 1993 - 1996
Eclipz Financial May 1991 - April 1993
Legal & General October 1986 - May 1991
Skills
Insurance, Project Capital Funding, Pensions, Private Equity, Wealth Management..., High Net Worth..., Financial Planning, Investment Advisory, Start-ups, Returns, Negotiation, Banking, Business Strategy, Investments, Finance, Retirement Planning, Financial Services, New Business Development, Wealth, Investment Strategies, Financial Modeling, Wealth Management, Budgets, Strategy, Risk Management, Funding, Mortgage Lending, Higher Safer Returns, Entrepreneurship, Venture Capital, Business Planning, Sales, Inheritance Tax Planning, Retirement, Corporate Finance, Business Development, Management, Sustanaible Consultant, Financial Advisory, Savings, Asset Management, Portfolio Management