Experience

Platinum Financial Planning Ltd.

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Independent Financial Consultant

  • Jun 2017 - Present

  As an Independent Financial Consultant at Platinum Financial Planning I provide clients across Northern Ireland with professional advice on their retirement and personal wealth management. 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲: Achieved DipPFS Diploma Level, CII Member of the Personal Finance Society & Chartered Insurance Institute Specialism in Pensions and Investments for high net worth individuals. “Platinum Financial Planning are a leading firm of Independent Financial Advisers and Wealth Managers with offices in Belfast and London.”



Fisher Investments UK

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Private Client Director

  • Sep 2015 - Apr 2017

  Fisher Investments UK offers personalised portfolio management services provided by Fisher Investments to individual investors in the UK. Fisher Investments UK differs from banks in that it specialises in investment portfolio management. We believe in putting clients’ interests first, providing world-class service and minimising conflicts of interest. Portfolios are tailored to each client’s situation and investment goals. The first step is understanding your personal situation, and then devising an investment strategy designed to maximise the probability of reaching your financial goals. Good advice focuses on your longer term goals and is aligned with your best interests



St. James’s Place Wealth Management

• United Kingdom
• 1 - 100 Employee

• Principle of Philip Andrews Financial Planning, Associate Partner Practice St. James's Place Wealth

  • Nov 2013 - Sep 2015

  St. James's Place Wealth Management is a FTSE 100 company, recently awarded “Best Financial Adviser 2013/2014” by readers of Money Pages. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. St. James's Place Wealth Management is a FTSE 100 company, recently awarded “Best Financial Adviser 2013/2014” by readers of Money Pages. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.



Banco Santander

• Argentina
• Banking
• 1 - 100 Employee

• Financial Planning Manager

  • Aug 1999 - Oct 2013

  During my time in the Bank I have built up and managed a Wealth Management client bank in excess of £50 million. During my time in the Bank I have built up and managed a Wealth Management client bank in excess of £50 million.