Experience

Blacktower Financial Management Group

• Financial Services
• 1 - 100 Employee

• Independent Financial adviser

  • Oct 2019 - Present

  My business is built through personal introductions, My aim is to bring the highest standard of ethics, integrity and transparency to financial advice in the Middle East. Once a client is taken on we will meet quarterly to review your portfolio, circumstances and goals. Services include; The Management and Investment of Capital Retirement Planning Regular savings plans Education Planning Management of Pension Funds including transferring UK schemes offshore USA friendly tax efficient investment structures Wills and Estate Planning Corporate Planning including succession and exit planning Key person protection Group medical Offshore companies and shareholder arrangements Specialising in overseas pensions and transfers from UK schemes including portfolio management My aim is to provide totally independent advice putting the clients objectives first, with straight forward, clear and precise advice. Show less



PWS Group

• United Arab Emirates
• Investment Management
• 1 - 100 Employee

• Independent Financial Advisor

  • Oct 2012 - Jul 2019

  Independent Financial Adviser specializing in Self Invested Personal Pensions, Portfolio Management, Education Planning, Inheritance Tax Planning and Corporate Planning. Independent Financial Adviser specializing in Self Invested Personal Pensions, Portfolio Management, Education Planning, Inheritance Tax Planning and Corporate Planning.



Core Financial Connections

• Dorset

• Independent Financial Advisor

  • Jul 2005 - Oct 2012

  Financial Adviser working alongside Solicitors and Accountants Financial Adviser working alongside Solicitors and Accountants



Inter-Alliance

• South of England

• Regional Director

  • Jul 1995 - Jul 2005

  Working as a Regional Director opening and developing greenfield IFA offices in Poole, Salisbury, Weymouth, Exeter and Plymouth with a total of 55 financial advisers and 20 support staff. Working as a Regional Director opening and developing greenfield IFA offices in Poole, Salisbury, Weymouth, Exeter and Plymouth with a total of 55 financial advisers and 20 support staff.



General Portfolio

• Southern England

• Branch / Regional Manager

  • Jun 1988 - Jul 1999

  To build, develop and manage various sales offices and a region for a UK life company. This included recruitment, training, motivation and management of both sales and administration staff. To build, develop and manage various sales offices and a region for a UK life company. This included recruitment, training, motivation and management of both sales and administration staff.



FPS Management Ltd

• Southern England

• Self employed Financial Adviser

  • Mar 1985 - Jun 1988

  To source new clients and provide financial advice to the domestic market. Advice included pensions, savings, family protection and lump sum investments. To source new clients and provide financial advice to the domestic market. Advice included pensions, savings, family protection and lump sum investments.