Experience

United Advisers

• Spain
• Financial Services
• 1 - 100 Employee

• Principal / Client Services Center

  • Jan 2019 - Present

• Founder / Owner - Senior Financial Planner / Director

  • Oct 2007 - Present

  Fund advisory firm committed to helping regular savers and portfolio investors achieve their financial goals and to making their dreams become realities• Provide Advisory Wealth Management investment and portfolio management services to the medium net-worth private clients within the EU and to all Swiss Citizens• Cater to individuals with cross-border interests within the EU, Switzerland and internationally• Advise regular savers and portfolio investors upon wide array of Life Insurance options for investment purposes, to include bank accounts, funds, stocks, bonds and structured products• Act as a regulated, registered, insurance broker, under the supervision of the FSMA• Select the most appropriate life insurance account, from a large selection of providers • Provide tax advantageous investment solutions, which factor in residency and domicile• Work closely with strategic business partners, asset managers and client servicesServices include:- Retirement Advice Service: We provide retirement planning advice to clients wishing to retire earlier than the normal State Pension age would allow. To do so: we a) assess the clients’ current situation, b) we offer a projection of future income, based upon what they already have in place and c) we then offer possible solutions, if a shortfall in future income is identified.- Succession/Estate Planning: We provide succession planning and advise on the increased benefits and flexibility introduced by the new EU succession rules ratified in the Treaty of Succession Regulation (Brussels IV) in 2012 (also adopted internationally in countries such as Switzerland and Denmark in a separate Treaty) - Will Drafting: We facilitate will drafting for EU and Swiss residents owning assets in other member states.- Wealth Management: We provide highly competitive and flexible individual investment portfolio management to grow, manage and protect your wealth.- Inheritance Tax: Revenue from Inheritance Tax

• Founder / Owner - Director of Wealth Management

  • Oct 2007 - Jan 2020



deVere Group

• United Arab Emirates
• Financial Services
• 700 & Above Employee

• Regional Director

  • 1997 - 2007

  • Served as Area Manager, Argentina for 3 years, prior to assuming function of Regional Director in Latin America in 2000 • Provided wealth management services to the expatriate community in Buenos Aires, Caracas, Cayman Islands, Mexico City, Montevideo Rio and Sao Paulo, and surrounding areas • Served as Area Manager, Argentina for 3 years, prior to assuming function of Regional Director in Latin America in 2000 • Provided wealth management services to the expatriate community in Buenos Aires, Caracas, Cayman Islands, Mexico City, Montevideo Rio and Sao Paulo, and surrounding areas



Midas Fondsmæglerselskab

• Copenhagen Area, Denmark

• Stock Broker

  • 1995 - 1997

  • Sold UK & European equities to an international client base • Managed a team of 15 stock brokers and foreign exchange traders • Sold UK & European equities to an international client base • Managed a team of 15 stock brokers and foreign exchange traders



Lloyds Banking Group

• United Kingdom
• Financial Services
• 700 & Above Employee

• Financial Adviser / Regional Training Consultant

  • 1988 - 1996

  • Promoted investment and insurance products to the groups banking clients • Trained consultants and managers in new sales processes • Promoted investment and insurance products to the groups banking clients • Trained consultants and managers in new sales processes