Experience

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  Taylor Made Financial Planning

  • Surrey, United Kingdom

  • Partner | Financial Advisor | Wealth Management

    • May 2011 - Present
    • Surrey, United Kingdom

    I am a founding partner of Taylor Made Financial Planning LLP a dynamic and innovative financial advice company offering bespoke independent financial advice to individuals in all circumstances.

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  Taylormade Financial Solutions Ltd

  • Surrey, United Kingdom

  • Financial Adviser | Wealth Management | Retirement Planning

    • Mar 2005 - May 2011
    • Surrey, United Kingdom

    Independent financial adviser offering bespoke financial planning advice in all wealth management areas including retirement plans for pension accumulation and taking benefits as well as savings strategies.

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  PM2 Event Management

  • Surrey, United Kingdom

  • Partner | Financial Controller

    • Jan 1998 - Sep 2003
    • Surrey, United Kingdom

    I controlled and managed the financial management of the company and the events that the company organised. The emphasis was on cashflow planning, budgeting and return monitoring.

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  Merrill Lynch International Ltd

  • London, United Kingdom

  • Vice-president | Fixed Interest Trading | Institutional Investment Sales

    • May 1989 - Dec 1993
    • London, United Kingdom

    As an institutional fixed interest trader, I managed a large company inventory of bond holdings to maximise profit and capital return for the company. I also developed fixed interest strategies for sale to large institutional investors to meet their investment objectives and needs.

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  ScotiaMcLeod

  • London, United Kingdom

  • Director | Head of Fixed Interest Sales

    • Jul 1983 - May 1988
    • London, United Kingdom

    I was transferred to London from Toronto to establish a fixed interest sales team in the international market. I hired and trained staff to create investment strategies for sale to international instituional investors.