Experience

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  Charles, porter & co

  Jul 2001 - Apr 2003

  Client executive

  Charles, Porter & Co are an Independent Financal Advisory firm offering personalised advice to individuals.

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  London & capital

  May 2003 - Aug 2013

  Associate director - uk wealth

  London & Capital are an independently owned wealth management firm creating investment solutions that meet their clients’ needs. Established in 1986, they have around US$ 4 billion of discretionary assets under management. As an Associate Director of the UK Wealth Division I managed the relationships of our UK based high net worth clients. I was responsible for providing full asset management, strategic wealth planning and creating bespoke investment solutions to meet our clients objectives.Within my role I also provided oversight for the construction and monitoring of clients discretionary investment portfolios, determining appropriate asset allocation based upon our strict risk management principals. Show less

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  Evelyn partners

  Aug 2013 - now

  Director - financial planning

  Evelyn Partners are the UK’s leading integrated wealth management and professional services group. They provide fiancial planning, investment managment and tax services to individuals, families and business owners.With twenty years experience in Financial Services, I enjoy working with clients to help them understand their finances and create a sustainable, long term investment strategy.I provide holistic financial planning specialising in:Inter-generational estate planningOwner managed business exitsRetirement planning Show less