St Albans, Hertfordshire, United Kingdom
Partner/ Chartered Financial Planner at Consilia Wealth Management
Financial Services
Education
Chartered Insurance Institute 2001 — 2010
FPFS, Finanacial Services
Bedwell Secondary
Experience
Consilia Wealth Management May 2014 - Present
Meridian Capital(GB) Limited August 2009 - May 2014
Alan Nedas Associates 2008 - 2009
Chessman and Partners February 2005 - September 2008
Bradford & Bingley May 2003 - February 2005
Woolwich Independent Advisory Service February 1998 - 2004
Skills
Investment Strategies, Retirement Planning, High Net Worth..., Insurance Planning, Long-term Care, Wealth Management, Financial Modeling, Financial Planning, Retirement Solutions, Private Wealth..., Protection, Risk Management, Trusts, Critical Illness, Alternative Investments, Life Planning, Asset Management, Annuities, Asset Protection, Asset Allocation, Bonds, Wealth Preservation, Long Term Care, Estate Planning, Tax, Retirement, Financial Analysis, SIPP, Financial Advice, Strategic Planning, Unit Trusts, Investment Advisory, Mortgage Protection, Equities, Retirement Income..., Mutual Funds, Wealth, Term Life Insurance, Small Business, Inheritance Tax Planning, Portfolio Management, Investments, Wealth Preservation..., Financial Advisory, Money, Personal Finance, Wealth Accumulation, Pensions, Risk, Income Protection