Newcastle upon Tyne, Northumberland, United Kingdom
Director at Blackett Walker Ltd. Independent. Wealth Management. £150M under management. NHS Pension Specialists
Financial Services
Education
University of Newcastle-upon-Tyne
Bachelor of Science (BSc) Hons
KEVI Morpeth
Experience
Blackett Walker Ltd April 2012 - Present
BW Medical Accountants Ltd July 2013 - Present
RMT Financial Management Ltd 1993 - April 2012
Skills
Private Wealth..., Critical Illness, Retirement Planning, Investment Management, Investment Strategies, Estate Planning, Project Planning, Protection, Corporate Recovery, Pension Scheme Consultng, NHS Pensions, High Net Worth..., Pension Funds, Employee Benefits, Wealth Accumulation, Tax Advisory, Restructuring, Wealth Preservation, Investment Advisory, Portfolio Strategy, Trusts, Specialist advice for..., Asset Management, Risk Management, Managerial Finance, Pensions, Estate Tax Planning, Wealth Management, Financial Services, Savings, Private Equity, Financial Planners, Strategy, Personal Financial..., Defined Benefit, Financial Advisory, Investments, Wealth Management..., Alternative Investments, Strategic Financial..., Personal Finance, NHS Pension Forecasts, Funding, Inheritance Tax Planning, Scheme, Director & Shareholder..., Income Protection, Finance, Retirement, Portfolio Management