Experience

Affinity Private Wealth

• Jersey
• Financial Services
• 1 - 100 Employee

• Manager

  • Jun 2020 - Present

  Affinity Private Wealth is an independent wealth management company, enabling clients to align values with their wealth. We provide advice, structuring and investment solutions; including guidance on charitable giving and investing sustainably. Privately owned, our interests are wholly aligned with clients. Our ethics and values are at the core of everything we do. We were the first UN Global Compact participant in Jersey, consistent with Affinity’s commitment to sustainability. Our primary focus is to understand our client’s requirements and aspirations, relating these to their finances. Our goal is to provide relevant advice, founded on a relationship of trust, with clear and timely communication. Show less


Pinnacle Trustees Limited
• Financial Services
• 1 - 100 Employee
• Manager

  • Jul 2018 - Jun 2020

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• United States
• Restaurants
• 1 - 100 Employee
• Looking for a new role

  • Mar 2018 - Jun 2018

Hawksford
• Jersey
• Financial Services
• 200 - 300 Employee
• Manager - Corporate Team

  • Jun 2016 - Mar 2018

STM Fiduciaire Limited
• Trust Manager

  • Aug 2011 - May 2016

Close Trust Company Jersey Limited
• Corporate Trust Manager

  • Nov 1999 - Jul 2011