In 2012, whilst studying for my Masters in corporate finance, I made a foray into the personal financial realm. This turned out to be the best decision of my life and one which has brought me down the path I am currently on.
Ever since my career began I have endeavoured to obtain the highest possible qualifications in my field. This enables me to not only stay up to date with the latest regulatory developments, but to demonstrate my commitment to service excellence.
I currently offer my advice through the Blacktower group. Established in 1986, Blacktower is a world leader in financial planning and wealth management. Regulated across Europe (as well as the UK and USA), Blacktower offer the highest standards of compliant advice.
It is an honour to be associated with the Blacktower group and I am passionate about raising the profile of the group through my work. All advice is provided under the regulations of the Gibraltar FSC. More information on the services I provide through the Blacktower group can be found here.
My areas of specialisation include long term retirement planning; wealth creation and preservation; university fee planning; investment portfolio management; and in particular, UK pension transfers (and assessing the suitability of such transfer).
I am currently a registered member of the Chartered Insurance Institute (CII), as well as a member of the Personal Finance Society. I hold a Bachelors degree in law, a Masters in Business Administration (with specialisation in corporate Finance) and my Level 4 Diploma in Financial Planning. I am currently in the process of getting qualified as a Pension Transfer Specialist, as recognised by the Financial Conduct Authority.
Ethics, transparency, professionalism and a strict code of conduct are characteristics which form the foundation upon which I conduct my work