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
