Experience

Kubera Wealth Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Director and Senior Strategic Planner

  • Jul 2013 - Present

  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 & Life 2.0 process, we help clients define their goals and ambitions, even their fears. We then create a financial plan to set them on the path towards achieving what truly matters to them. 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 the clients affairs. At Kubera Wealth we put the client in the picture. They are at the centre of their plan and our focus is on building long-term, collaborative relationships to meet the needs of the client both now and in the future. Show less



IBB Wealth

• Uxbridge, UK

• Director and Senior Strategic Planner

  • 2016 - Present

  We believe anything is possible when you manage your money the right way. Your wealth should work in all the ways you want it to. Whatever your goals are in life, careful planning and successful investing of your wealth can help you get there. The IBB Wealth team will help you navigate through the opportunities and challenges you may face whatever stage of life. We believe anything is possible when you manage your money the right way. Your wealth should work in all the ways you want it to. Whatever your goals are in life, careful planning and successful investing of your wealth can help you get there. The IBB Wealth team will help you navigate through the opportunities and challenges you may face whatever stage of life.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Director Business Development

  • Jun 2007 - Jul 2013

  Working with Financial Planning firms to deliver wealth management solutions to their clients and wider professional contacts. As part of a specialist team I worked with a small number of financial planners offering their clients access to the UBS Wealth Management Private Banking Platform. Working with Financial Planning firms to deliver wealth management solutions to their clients and wider professional contacts. As part of a specialist team I worked with a small number of financial planners offering their clients access to the UBS Wealth Management Private Banking Platform.



Investec

• United Kingdom
• Financial Services
• 700 & Above Employee

• Sales Executive

  • Mar 2001 - Jun 2007



AXA Sun Life

• Broker Consultant

  • 2000 - 2001



Scottish Provident

• Broker Consultant

  • 1995 - Aug 2000