London, United Kingdom
Financial Planner at Close Brothers Asset Management
Investment Management
Education
The chartered Insurance Institute 2001 — 2015
QCF Level 4 Diploma in Regulated Financial Planning, Diploma in Financial Planning
CII, CFA Institute 2001 — 2012
QCF Level 4 Financial Planning, IMC, Financial Planning and Services, Investments and Securities, QCF Level 4, IMC Level 4 Unit 1
Experience
Close Brothers Asset Management March 2012 - Present
NatWest Private Banking April 2008 - March 2012
Portman Building Society January 2005 - April 2008
HSBC 2001 - 2005
Skills
Investment Strategies, Bonds, Wealth Management, Fixed Annuities, Investment Management, SIPP, Asset Management, Asset Allocation, Alternative Investments, Retirement Planning, Financial Services, Mutual Funds, Inheritance Tax Planning, Life Insurance, Wealth Accumulation, Independent Financial..., Risk Management, Financial Advisory, Private Banking, Credit Risk, Wealth Management..., Savings, Banking, Equities, Portfolio Management, Holistic Financial..., Income Protection, Investment Advisory, Trusts, Retirement, Financial Planning, Mortgage Lending, Relationship Management, Finance, Personal Financial..., Estate Planning, Wealth, Superannuation, Financial Risk, High Net Worth..., Wealth Preservation..., Business Relationship..., Trust Services, Pensions, Investments, Strategic Financial..., Structured Products