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billionair, in association with FECIF is creating via its 450,000 strong Financial Adviser membership, a Community Hub in every town and every village, becoming the driving force for investment portfolio realignment, carbon offsetting, education towards low-carbon lifestyle and participation in community events to help combat climate change.
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I am a Financial Services professional, originally from South Yorkshire (UK) with multi national experience in a variety of senior roles going back to 2003.
Currently holding the position of Associate Director for the Blacktower Group who are one of the largest independent financial advisory firms who operate throughout Europe, America and now Australia. I hold full branch oversight from both a management and compliance perspective for our “flagship” Netherlands office.
I am also a member of the groups ‘Product Governance Committee’.
I have strong personal core values to ensure that I always deliver on my promises and provide “best advice”​ even when it may mean that I have to tell clients something they may not want to hear. In summary, I’m open, honest, knowledgeable and direct to the point when I need to be.
We work mainly with expatriates in providing a holistic approach to financial planning in areas such as retirement, UK/ International pensions, investments short/ long term savings vehicles and protection to name just a few.
Please get in touch if you would like to discuss anything privately and I am always happy to increase my professional circle of contacts. This includes advisors that may wish to join BFMG under a location I oversee or indeed other markets.
Specialties:
* Financial Planning – Short/ Long Term Saving vehicles, Inheritance Planning etc
* Retirement Planning / UK Pension Advice/ Overseas Pensions (Bermuda/ Guernsey/ Ireland)
* Investments
* Group corporate savings/ pension schemes
* World-wide business connections and associates
Trade Association:Â The Federation of European Independent Financial Advisers (FEIFA)
Spoken Languages:Â English