London, United Kingdom
IFA specialising in holistic financial advice in areas such as investments, pensions, tax planning and mortgages
Financial Services
Education
University College London, U. of London 1997 — 2000
BSc (hons), Physiology & Pharmacology
Winchester College 1991 — 1996
Experience
Chase de Vere June 2009 - Present
BE Financial Services October 2007 - June 2009
Capital Management Group April 2006 - September 2007
Thomson Currie July 2003 - June 2006
Skills
Equity Release, Wealth Management, Asset Managment, Inheritance Tax Planning, Asset Allocation, Protection, Life Insurance, Financial Planners, Securities, Portfolio Management, Financial Markets, Wealth Management..., Pensions, Financial Analysis, Retirement, Fixed Annuities, Mortgage Lending, Trusts, Personal Pensions, High Net Worth..., Bonds, Personal Financial..., Critical Illness, Income Protection, Financial Risk, Relationship Management, Savings, Financial Advisory, Financial Planning, Asset Management, Estate Planning, Equities, Wealth, SIPP, Holistic Financial..., Alternative Investments, Independent Financial..., Strategic Financial..., Investments, Retirement Planning, Funding, Private Banking, Investment Management, Investment Strategies, Protection..., Investment Advisory, Residential Mortgages, Financial Services, Unit Trusts, Insurance