An ethical professional with 15 years’ experience in the UK and international financial services sector. Possessing high level knowledge of products, international tax, regulation and investment strategies and works hard to provide a high-quality, client-driven service.
Qualified in the UK and experienced in dealing with High Net Worth individuals, corporate entities and structuring investment portfolios in a tax efficient, risk appropriate, diversified manner. I also hold the AF3 advanced pension specialist certificate allowing me to analyse and deal efficiently with transfers from UK pension schemes.
Areas of expertise:
UK Pension transfers
Qualifying Recognised Overseas Pension Schemes (QROPS)
Lump sum investments
Discretionary portfolio management
Tax-efficient savings & investments
Education Fee planning
Tax and Trust Planning