Southampton, United Kingdom
Senior Manager, Wealth Advisory
Financial Services
Education
Southampton University 1993 — 1997
Bachelor of Arts (B.A.), French and Spanish, 2:1
Lord Wandsworth College 1985 — 1993
Experience
Grant Thornton UK LLP June 2014 - Present
Grant Thornton LLP June 2012 - Present
Grant Thornton UK LLP June 2012 - July 2014
Towry December 2009 - June 2012
Edward Jones December 2008 - December 2009
AXA UK 1999 - 2008
VSO May 1997 - July 1999
Skills
Risk Assessment, Wealth Management..., Financial Services, Personal Finance, Investment Strategies, Asset Management, Fixed Annuities, Inheritance Tax Planning, New Business Generation, Independent Financial..., Negotiation, Mutual Funds, Analysis, Financial Advisory, Customer Service, Financial Risk, Retirement, Finance, Leadership, Key Account Management, Estate Tax Planning, Investments, Estate Planning, Protection, Professional Network, Wealth, Asset Allocation, Entrepreneurship, Pensions, Financial Planners, Banking, Individual Pension Plans, Retirement Planning, Business Development, Investment Management, Tax Efficiency, Savings, Wealth Preservation..., Risk Management, Tax, Investment Advisory, High Net Worth..., Strategy, Strategic Financial..., Trusts, Wealth Management, Problem Solving, Income Protection, Critical Illness, Portfolio Management