Experience

Close Brothers Asset Management

• United Kingdom
• Financial Services
• 500 - 600 Employee

• Private Client Director - Chartered Financial Planner

  • Jan 2017 - Present

  West Midlands Close Brothers Asset Management is one of the UK's largest and longest-established providers of high quality financial planning advice and discretionary investment services. We aim to build and preserve our clients' wealth by providing a complete, personalised and professional service. My areas of specialism include: - Investment solutions - Retirement planning - Tax efficient planning - Income Tax, Capital Gains Tax, Inheritance Tax - Life stage event planning - identifying… Show more Close Brothers Asset Management is one of the UK's largest and longest-established providers of high quality financial planning advice and discretionary investment services. We aim to build and preserve our clients' wealth by providing a complete, personalised and professional service. My areas of specialism include: - Investment solutions - Retirement planning - Tax efficient planning - Income Tax, Capital Gains Tax, Inheritance Tax - Life stage event planning - identifying and prioritising your objectives - Protection for you, your family and your business Show less



Grant Thornton UK LLP

• United Kingdom
• Accounting
• 700 & Above Employee

• Associate Director - Wealth Advisory

  • Feb 2013 - Jan 2017

  Birmingham, United Kingdom Chartered Financial Planner providing financial advice to high net worth individual and business clients. Working closely with entrepreneurial and private client, corporate tax, audit and corporate finance teams.



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Chartered Financial Planner. Corporate Independent Financial Adviser

  • Mar 2010 - Jan 2013

  Birmingham, United Kingdom Providing Independent Financial Advice to International and Corporate clients and high net worth individuals throughout the West and East Midlands

• Independent Financial Adviser

  • Dec 2005 - Mar 2010

  based out of the Lichfield Commerical and Premier Centre

• Senior Premier Manager

  • Dec 2003 - Dec 2005

  Based in Birmingham

• Commercial Manager

  • Jan 2002 - Dec 2003

  Managing a client base within the Wolverhampton Commercial Centre