Personal Information
Organização/Local de trabalho
Twickenham, United Kingdom United Kingdom
Cargo
Qualified Financial Adviser (DipFA)
Setor
Apparel / Fashion
Sobre
I am a qualified Financial Advisor and Planner, currently working with MAP Ltd, a company authorised and regulated by the Financial Services Authority. I have a career background that spans all aspects of financial and portfolio management and my expertise includes assisting high net worth clients with investments, savings, retirement planning and estate planning. I am an excellent communicator and I am highly effective in the interpretation of complex product information, regulatory requirements and risk assessment details to meet client requirements. I am experienced proactively generating leads and building credible, trusting relationships to achieve results.
I continue to offer busin...
Documentos
(1)Personal Information
Organização/Local de trabalho
Twickenham, United Kingdom United Kingdom
Cargo
Qualified Financial Adviser (DipFA)
Setor
Apparel / Fashion
Sobre
I am a qualified Financial Advisor and Planner, currently working with MAP Ltd, a company authorised and regulated by the Financial Services Authority. I have a career background that spans all aspects of financial and portfolio management and my expertise includes assisting high net worth clients with investments, savings, retirement planning and estate planning. I am an excellent communicator and I am highly effective in the interpretation of complex product information, regulatory requirements and risk assessment details to meet client requirements. I am experienced proactively generating leads and building credible, trusting relationships to achieve results.
I continue to offer busin...