Haydn Dorset
Financial Planner at Linley Black Wealth Management- Claim this Profile
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Bio
Experience
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Linley Black
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United Kingdom
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Financial Services
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1 - 100 Employee
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Financial Planner
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May 2022 - Present
Linley Black Wealth Management LLP - Senior Partner Practice of St. James's Place Wealth Management We work with clients around the city many of who face similar challenges in managing their finances in the most efficient way due to their successful but time consuming careers. We build long term relationships with our clients creating a structured plan to take them from where they are now to where they ultimately want to be. We do this through tax efficient solutions and a holistic approach to financial planning. With regular reviews we keep clients structured plans up to date always looking to add value. Our long term approach to financial planning allows our clients to improve their financial security and be financially independent. Show less
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Chase de Vere
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United Kingdom
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Financial Services
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400 - 500 Employee
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Independent Financial Adviser
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Nov 2020 - May 2022
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St. James’s Place
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United Kingdom
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Financial Services
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700 & Above Employee
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Associate Financial Adviser
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Dec 2019 - Nov 2020
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Associate
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Sep 2018 - Dec 2019
Pinnacle Wealth Management LLP - Principal Partner Practice of St. James's Place Wealth Management
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Education
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The Chartered Institute for Securities & Investment (The CISI)
Level 4 Diploma in Investment Advice, Financial Planning and Services -
Cardiff University / Prifysgol Caerdydd
Bachelor of Laws - LLB, Law -
Cardiff University / Prifysgol Caerdydd
Masters in Business Administration (MBA), Business