Experience

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  Ghostwriter

  Oct 1998 - Dec 2002

  Managing director / founder
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  Ocl

  Jan 2003 - Mar 2008

  Ceo / cfo
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  Leading international wealth management consultancy

  Jun 2008 - Jan 2011

  Senior wealth manager / ifa

  DeVere are the largest Offshore Financial Consultancy in the world. Last year alone deVere serviced clients in 109 countries and currently have almost $8bn assets under management and administration and currently have 42 offices based throughout the globe in the major expat communities.

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  Aes international

  Jan 2011 - Dec 2014

  Investment Planning for High Net Worth Individuals and middle to senior managementSpecialist in pension advice to UK pension holders including pension transfer and shortfall analysisTraining and Competence; responsible for on going training of AES private client advisors, including their continual professional development.Business Development; constantly seeking new innovative financial solutions through discussions with product providers, fund managers and other financial institutions.Developing alternative methods to market our unique financial proposition to the offshore market.Financial Regulation; responsible for delivering best practice by adopting Financial Services Authority (FSA) regulatory practices, ensuring we comply with the FSA handbook Show less

  • Regional Partner

    Mar 2012 - Dec 2014

  • Associate Partner / IFA

    Jan 2011 - May 2012
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  Devere acuma

  Dec 2014 - now

  deVere-Acuma is the sister company of the world’s largest privately owned international financial advisory. We have over 500 Financial Consultants in more than 70 offices, over 80,000 clients and in excess of $10 billion under management and administration.We offer advice on a global basis and are totally independent, meaning we have access to the whole market and our clients will get the best products and returns available. As the largest offshore consultancy in the world we are able to secure alliances and products that other advisory groups are unable to provide.deVere-Acuma provides free advice in respect to all manner of tax efficient savings and investments. In particular, we provide estate planning & asset protection advice in tax efficient international jurisdictions. Our aim is to provide the individual with Wealth Creation and Wealth Preservation to ensure the client's needs and aspirations are met.If you have worked in the UK and have a 'frozen' pension there are a number of distinct advantages to an Offshore Trust (QROPS) and Self Invested Personal Pensions (SIPPs) . UK pension transfers, are an increasingly strong part of our company's expertise. Show less

  • Area Manager

    Dec 2017 - now

  • Senior Wealth Manager

    Dec 2014 - Dec 2017