Associate Financial Planner

• Jan 2023 - Present

Client Relationship Manager

• Mar 2016 - May 2023

We are a specialist financial advisory firm, committed to providing independent financial advice and planning solutions to a select number of private clients and families.From our offices in Gerrards Cross, we deliver an informed, personal and professional service to clients based in the UK and abroad.Using our WiseWealth process, we help you to define your goals and ambitions, even your fears. We then create a financial plan to set you on your path toward achieving what truly matters to you.Strategic partnerships with members of the legal, accountancy, private banking and investment management professions afford us access to a broad spectrum of solutions, so we can seamlessly coordinate all areas of your affairs.At Kubera Wealth we put you in the picture. You are at the centre of your plan and our focus is on building long-term, collaborative relationships to meet your needs both now and in the future. Show less

Administration Assistant

• Oct 2013 - Mar 2016