I am a seasoned professional services specialist focusing on Wealth Management and Corporate Law.
I’ve been in Financial Services for over 40 years. Having been a trader at Citibank, UBS & Deutsche Bank, I have a keen instinct for ensuring clients receive what they need in a timely manner.
I requalified as a Wealth Manager in 2016 but now find my skill set is better suited to ensuring that a client is getting the best service from the right financial services firm.
I have introducer agreements in place so that the end user doesn’t have to pay for my time.
