Haydn Dorset

Financial Planner at Linley Black Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • 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

    • United Kingdom
    • Financial Services
    • 400 - 500 Employee
    • Independent Financial Adviser
      • Nov 2020 - May 2022

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Associate Financial Adviser
      • Dec 2019 - Nov 2020

    • Associate
      • Sep 2018 - Dec 2019

      Pinnacle Wealth Management LLP - Principal Partner Practice of St. James's Place Wealth Management

Education

  • The Chartered Institute for Securities & Investment (The CISI)
    Level 4 Diploma in Investment Advice, Financial Planning and Services
    2018 - 2019
  • Cardiff University / Prifysgol Caerdydd
    Bachelor of Laws - LLB, Law
  • Cardiff University / Prifysgol Caerdydd
    Masters in Business Administration (MBA), Business

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