QFA, MBS, BCS, DIP in P.R & Marketing. I have extensive experience and proven track record in serving the high net worth individuals and business owners around the world. I am specialised in personal and business development, strategic financial planning and wealth management. I was recently appointed as Managing Director in C&M Wealth Group Ltd. My career began in Tax World Ltd as a sales manager providing tax consultancy services to high net worth individuals and business owners for 4 years. From there, I joined Bank of Ireland as a business relationship manager serving small-to-medium size business and facilitating their personal and business needs for 5 years. I then evolved as an associate financial adviser with Canada Life for 2 years, one of the largest financial institutions in Ireland, specialised in wealth management and investment portfolio building for high net worth individuals around the world.
Specialties: • Strategic Financial Planning • Personal and Business Development • UK Tier 1 Investor Program • UK Tier 1 Entrepreneur Program • UK Buy to Let Portfolio Building • Investment Portfolio Building • International Mortgage Finance • Marketing
China, Hong Kong, Singapore
|Registration Date||03 January 2014|
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