London, United Kingdom
Partner at St. James's Place Wealth Management
Financial Services
Education
Frankston High School, Victoria, Australia and Redditch College, Worcestershire, England
ACCA Prof.Part2, DipPFS, Accountancy and Financial Services
Experience
St. James’s Place Wealth Management September 2012 - Present
Honister Partners December 2008 - July 2012
Skills
Personal Financial..., Holistic Financial..., Wealth, Protection..., Retirement Plan..., Retirement Planning, Employee Benefits, Financial Services, Estate Planning, High Net Worth..., Equity Release, Asset Management, Saving for Education, SIPP, Investment Strategies, Protection, Wealth Accumulation, Asset Allocation, Financial Advisory, Fixed Annuities, Investment Management, Portfolio Management, Personal Pensions, Wealth Management..., Insurance, Investment Advisory, Financial Planning, Strategic Financial..., Mutual Funds, Retirement Savings, Trusts, Inheritance Tax Planning, Income Protection, Unit Trusts, Retirement, Bonds, Wealth Preservation..., Wealth Management, Life Insurance, Pensions, Mortgage Lending, Financial Planners, Long Term Care Insurance, Savings, Trust Services, Investments, Critical Illness, Long-term Care