Summary


Expertise


I have been in the Financial Services industry for over ten years, working for a major Private Bank and also Independent Financial Advisers. I have a wide range of experience advising both personal and corporate clients across all aspects of financial planning. In addition, as a Chartered Financial Planner and a Fellow of The Personal Finance Society I am amongst the highest qualified advisers in the country.

Experience

  • Gresham Wealth Management LLP

    Chartered Financial Planner
    - Current

Qualifications

Chartered Financial Planner, Fellow of The PFS

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