Senior Independant Financial adviser
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Dedicated, results focused senior-level Financial Adviser with extraordinary success in wealth management for high and ultra-high net worth clients. Including major banks, top lawyers, accountants, Barristers and Judges. Expertise in joint venture formations, internal operations and governance of private investment funds and portfolio management. Advised on a variety of financial product development and strategic business planning functions. Including negotiations, transactions, compliance, and contracts. Strong ethics and interpersonal skills; skilled in handling even the most difficult clients. Proven to expertly manage investment regulations, lead cross-functional teams and build consensus with key shareholders.
Level 4, DipPFS, AF5, AF3, JO5 level 6 (G60) pensions qualified and towards chartered.
