Financial Planner

• Oct 2022 - Present

I am a financial planning consultant with Quilter Financial Advisers. I am a financial planning consultant with Quilter Financial Advisers.

Operations Director

• May 2021 - Oct 2022

Senior Paraplanner

• Jan 2021 - May 2021

Paraplanner

• Apr 2019 - Jan 2021

Account Manager

• Sep 2018 - Apr 2019

Our unique, hybrid product, can provide your client with the flexibility they desire along with the guaranteed income that they require. - Working with a panel of financial intermediaries - Promoting The Retirement Account @ Canada Life - Responsible for the servicing of quote requests and answering technical queries Our unique, hybrid product, can provide your client with the flexibility they desire along with the guaranteed income that they require. - Working with a panel of financial intermediaries - Promoting The Retirement Account @ Canada Life - Responsible for the servicing of quote requests and answering technical queries

Associate Wealth Manager

• Apr 2018 - Aug 2018

Do you know how the UK pension reforms affect your UK pension while you live abroad? Are you aware of how much UK state pension you currently qualify for, and how to maximise this from abroad? Do you need help planning your retirement fund, or your children's education fund? I will provide a complimentary, no obligation, consultation to give you peace of mind over your current assets and work with you to build a plan for the future that you dream of. I will also assist with foreign exchange, crypto-currency, property, mortgages, tax advice and all other aspects of your financial life. When you become a client of mine you will receive regular updates on your portfolio, and you will benefit from the security and prestige that dealing with the world's largest independent financial consultant affords. Devere Group has presence in more than 100 countries worldwide, looking after more than 100,000 clients with more than $10bn dollars under advice. Show less