London, United Kingdom
Principal at Citi Partners Ltd
Financial Services
Education
The Chartered Insurance Institute
Certs CII (MP&ER)
ifs School of Finance
DipFA
Experience
Citi Partners Ltd June 2012 - Present
ARTESIA August 2013 - Present
Radcliffe and Newlands January 2009 - July 2012
Connors Thompson Reed Ltd September 2004 - December 2008
Connors Thompson Reed IFA October 1998 - October 2004
Hanover Asset Management September 1997 - October 1998
Skills
Retirement Planning, Trusts, Investment Advisory, Funding, Mortgage Lending, Wealth, Strategic Financial..., Financial Services, Islamic Mortgages, Savings, SIPP, Investments, Wealth Management, Investment Planning, Residential Mortgages, Tax Mitigation, Strategic Planning, Investment Property..., Commercial Mortgages, Islamic Investments, Financial Advisory, Critical Illness, Islamic Pensions, Business Planning, Finance, Inheritance Tax Planning, Business Development, Private Banking, Mutual Funds, Portfolio Management, Relationship Management, Protection, Islamic Commercial..., High Net Worth..., Pensions, Estate Planning, Insurance, Investment Strategies, Wealth Management..., Retirement, Financial Planning, Income Protection, Due Diligence, Tax, Martial Arts, Corporate Finance, Islamic Finance