Areas of Expertise
- Pension Transfers
- Financial Advice
- Asset Management
- Advanced Financial Advice – DipFA
- Australian Qualified Adviser
Kareem has worked in the industry for nearly 10 years, and the experience and knowledge he has gained from servicing clients are second to none. In his time spent assisting clients globally, Kareem has also completed a UK Level 4 Qualification from the London Institute of Banking and Finance and FSRE. Before this, Kareem attended Brunel University.
Kareem assists clients with UK-based pension assets, ensuring they understand the mechanics of their current
arrangements and compare them to other options that could be beneficial for them. Kareem builds long-lasting relationships with his clients to ensure he remains their adviser throughout their retirement and assists with all their financial planning goals.
Kareem has also utilised his financial experience to assist more vulnerable people and now sits as a Trustee for Jordan Mission, a UK-registered charity.
Oliver Gold Relationship Manager
Oliver started his career in recruitment working for Randstad, managing FTSE 100 accounts nationally. He transitioned into the financial services industry 3 years ago, joining a large IFA based in Dubai. Oliver has since joined Hoxton Capital where he is progressing his career further and working towards becoming a fully qualified adviser.
Georgia Thomas Paraplanner
Shiela Angeles PA
Shiela is an astute and diligent Executive Assistant with a successful career spanning almost twenty years in finance.
Her experience in the industry has spanned in both the investment and advisory side of the finance sector for both leading Chinese and Swiss Banks. Shiela holds an MBA in Business Management.