Experience

Grosvenor Wealth Management Ltd.

• United Kingdom
• Financial Services

• Head Of Compliance

  • Mar 2022 - Present

• Compliance Manager

  • Aug 2021 - Apr 2022

  At GWM, we believe that by building financial and wealth awareness, client confidence and aspirations, we will enable our clients to achieve their visions. As experts in our industry, we have the knowledge to support our clients across investment and wealth management as well as inheritance, mortgage and retirement advice. However, we specialise in delivering a personable service that provides financial coaching which empowers our clients to make decisions and helps to removes any barriers to achieving their goals. We want our clients to see us as their lifestyle managers not just finance managers; working alongside them, making sure they get the best from ANY of their investments and facilitating the future for them. Show less



Helium Financial Ltd

• Financial Services Compliance Consultant

  • Jul 2012 - Present

  Providing Consultancy services to the financial services industry. Providing Consultancy services to the financial services industry.


Independent Financial Solutions (IFS)
• Financial Services
• 1 - 100 Employee
• Management Consultant

  • Mar 2010 - Jul 2012

Park Row Associates Limited
• United States
• Insurance
• IFA

  • Jul 2005 - Mar 2010