Experience

Pure Wealth Management
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Company Owner

  • Mar 2019 - Present


Imperial Wealth

• Australia
• Education
• 1 - 100 Employee

• Independent Financial Adviser

  • Sep 2016 - Feb 2019

  Whole of Market Independent Adviser providing clear concise financial advice across Pensions, Investments, Life assurance and Mortgages. Following an initial fact find you will receive a solution relevant to your requirements. Previously Associate Director for Coutts & Co, Wales. For any advice or questions please contact me directly thank you. Whole of Market Independent Adviser providing clear concise financial advice across Pensions, Investments, Life assurance and Mortgages. Following an initial fact find you will receive a solution relevant to your requirements. Previously Associate Director for Coutts & Co, Wales. For any advice or questions please contact me directly thank you.



Coutts

• United Kingdom
• Banking
• 700 & Above Employee

• Associate Director

  • Sep 2012 - Sep 2016

  Specialise is relationship building for high net worth private clients. Responsible for the regulated advise of personal mortgages as well as all other aspects of lending. Specialise is relationship building for high net worth private clients. Responsible for the regulated advise of personal mortgages as well as all other aspects of lending.



NatWest

• Banking
• 700 & Above Employee

• Private Clients Manager

  • Sep 2010 - Sep 2012

• Senior Relationship Manager

  • Sep 2006 - Sep 2010