Experience

Quilter Financial Advisers

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Financial Adviser

  • Jun 2018 - Present

  As a Financial adviser, I offer bespoke financial planning solutions to clients, specialising in the fields of Pensions, Investments, Protection and Inheritance Tax planning. As a Financial adviser, I offer bespoke financial planning solutions to clients, specialising in the fields of Pensions, Investments, Protection and Inheritance Tax planning.



Edward Bond Wealth Management

• Essex and the South East

• Financial Adviser

  • May 2014 - Jun 2018

  My aim is to provide personalised wealth management solutions, tailored to the individual, which sets them free of financial worry and helps them achieve their goals over the long-term. My aim is to provide personalised wealth management solutions, tailored to the individual, which sets them free of financial worry and helps them achieve their goals over the long-term.



Financial Lifestyle Management

• Moorgate, central London

• Adviser

  • May 2012 - May 2014

  FLM was created to deliver taxation advice and assist with wealth management solutions. With the ability to refer our clients to a leading wealth management company, our clients can benefit from tax, financial planning and asset management through to wealth management of business costs and exit strategies, enabling our clients to have the financial control they need. FLM introduces to St. James's Place Wealth Management Plc who provide a range of wealth management products and service, and who are authorised and regulated by the Financial Services Authority. Show less



Natwest Private Bank

• Canary Wharf and central London

• Private Investment Manager

  • Aug 2011 - May 2012

  Offering quality Investment and Inheritance Tax planning advice to 'High net worth' individuals. Offering quality Investment and Inheritance Tax planning advice to 'High net worth' individuals.



Barclays Financial Planning

• Central London

• Financial Planning Manager

  • Jan 2005 - Jun 2011

  Providing a holistic financial planning service, focusing on Investment, Protection and Retirement planning. Providing a holistic financial planning service, focusing on Investment, Protection and Retirement planning.