London, United Kingdom
Financial Services
Experience
MillionPlus Financial Planning January 2013 - Present
Augustine Financial Planning August 2011 - December 2012
Blueprint Distribution Limited August 2006 - August 2011
Baigrie Davies Limited June 2003 - March 2006
Alexander Forbes January 2001 - June 2003
Halifax Independent Financial Advisers Limited November 1994 - January 2001
Richmond House Group January 1988 - November 1994
Skills
Private Banking, Personal Finance, High Net Worth..., Financial Planners, Portfolio Management, Mutual Funds, Retirement Planning, Mortgage Lending, Asset Management, Alternative Investments, Fixed Annuities, Financial Risk, Proposition Development, Retirement, Pension Funds, Investment Management, Financial Advisory, Investment Strategies, Funding, Financial Planning, Business Development, Protection, Investment Advisory, Inheritance Tax Planning, Insurance, Life Insurance, Investments, Income Protection, Wealth Management, Estate Planning, SIPP, Residential Mortgages, Pensions, Relationship Management, Defined Benefit, Critical Illness, Wealth, Wealth Management..., Strategy, Asset Allocation, Management, Financial Services, Bonds, Savings, Commercial Mortgages, Asset Managment