London, United Kingdom
Principal at Abrey Wealth Management, Associate Partner Practice of St. James's Place Wealth Management
Financial Services
Education
Personal Finance Society (PFS), Chartered Insurance Institute (CII) 2014 — 2014
Diploma in Regulated Financial Planning (DipPFS), Regulated Financial Planning
Association of Chartered Certified Accountants 1998 — 2002
Chartered, Acountancy (FCCA), Fellow
Institute of Risk Management (IRM)
Specialist of the Institute of Risk Management., Enterprise Risk Management, Specialist Membership
St John Ambulance 2013 — 2013
First Aid at Work, First aid, First Aider
University of London 1996 — 1998
BSc (HONS), Horticultural Business Management
Wye College 1996 — 1998
BSc (Hons), Horticultural Business Management
Writtle College 1993 — 1996
Merit - HND, Commercial Horticulture, with Management
Experience
Abrey Wealth Management, Associate Partner Practice of St. James's Place Wealth Management May 2014 - Present
Old Mutual July 2012 - January 2014
Old Mutual plc January 2010 - July 2012
KPMG LLP July 2008 - January 2010
Genworth Financial November 2005 - July 2008
RSM Robson Rhodes LLP (Grant Thornton LLP) May 2001 - November 2005
PricewaterhouseCoopers September 1998 - May 2001
Skills
Asset Management, Governance, Insurance, Finance, Credit Risk, Operational Risk, Corporate Governance, Basel II, Enterprise Risk..., Financial Regulation, Auditing, Internal Audit, ALM, Pensions, Tax Efficient Investment, First Aid, Treasury Management, Financial Risk, Holistic Financial..., Mergers & Acquisitions, M&A experience, Portfolio Management, Capital, Strategy, Investments, Operational Risk..., Solvency II, Strategic Thinking, Wealth Management..., Capital Management, Wealth Management, Personal Financial..., Treasury, Prudential Regulation, Management, Risk Management, Financial Modeling, Financial Advising, Financial Services, Valuation, Reinsurance, Economic Capital, Market Risk, Regulatory Relationship..., Government Relationship..., Actuarial Science