Experience

MARGETTS WEALTH MANAGEMENT LIMITED

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Chartered Financial Planner

  • Feb 2015 - Present

  I offer a high quality service in order to give financial peace of mind to individuals, families and small businesses. My aim is to help build, manage and protect my clients' wealth, delivering the right solutions at the right time. I offer a high quality service in order to give financial peace of mind to individuals, families and small businesses. My aim is to help build, manage and protect my clients' wealth, delivering the right solutions at the right time.



St. James’s Place

• United Kingdom
• Financial Services
• 700 & Above Employee

• Associate Partner

  • Nov 2010 - Dec 2014

  I offer a high quality service in order to give financial peace of mind to individuals, families and small businesses. My aim is to help build, manage and protect my clients' wealth, delivering the right solutions at the right time. I offer a high quality service in order to give financial peace of mind to individuals, families and small businesses. My aim is to help build, manage and protect my clients' wealth, delivering the right solutions at the right time.



Kingswood Taxation & Wealth Management

• Independant Financial Adviser

  • Feb 2003 - Aug 2012



Inter Alliance

• Independant Financial Adviser

  • Nov 1999 - Feb 2003