Swansea, United Kingdom
Director of Investment Advice, Cilbenrick Limited
Investment Management
Education
Swansea University 1999 — 2002
BSc (Hons), Geography, 2:1
Y Pant Comprehensive School 1992 — 1999
Experience
Cilbenrick Limited April 2004 - Present
RNR Independent Financial Advisors Limited September 2002 - April 2004
Skills
Wraps, Financial Analysis, Investment Advisory, ETFs, Portfolios, Commodities, Equities, Retirement Planning, Inheritance Tax Planning, Retirement Income..., Strategic Financial..., Unit Trusts, Fixed Income Products, Tax, Business Strategy, Portfolio Management, High Net Worth..., Term Life Insurance, Bonds, Investments, Closed-end Funds, Estate Tax Planning, Portfolio Strategy, Investment Strategies, Trust Management, Fixed Income, Shares, Estate Planning, Investment Products, Retirement, Financial Planning, Financial Advisory, Business Planning, Pensions, Trusts, Independent, Property, Asset Management, Risk Management, Wealth Management, Asset Allocation, Insurance