Areas of Expertise
- UK pension advice
- Asset management
- UK tax mitigation
- Lump sum investments
- LIBF, awPETR
- LIBF, DipFA
- RG146 (Australia)
- CISI, Level 1,2 & 3
An experienced Partner and Independent Financial Advisor with a demonstrated history of working in the financial services industry.
Qualified UK Pension Transfer specialist with a key focus on assisting clients globally to understand their options and choices relating to UK pension and investment assets.
He holds accreditations for financial and pension advice in the UK, Australia and Internationally from London Institute of Busines and Finance, Chartered Institute of Securities and Investments and Financial Education Professionals.
Sundip Kamboj Relationship Manager
Sundip is one of the companies leading Business Development Managers and continues to have a successful career driving the business forward.
He holds an extensive work history having previously worked for leading Blue Chip companies in the UK.
Faraaz iqbal Associate
Jemma Sworder Associate
Matthew Holland Financial Analyst
Shiela Angeles Personal Assistant
Shiela is an astute and diligent Executive Assistant a successful career spanning for almost twenty years in the finance sector.
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.