I help professionals and brands in the Personal Finance and Wealth Managment design a system to attract clients on autopilot.

Ghostwriter & Content Consultant

Jigsaw Financial Associates Limited

Senior Paraplanner - Wealth Management

Fairstone Group Ltd

- Helping affluent and ambitious individuals and families answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s. 

- Implement strategies to give peace of mind about leaving a legacy to family members.

NAVIGATE IFA LIMITED

- Helping affluent and ambitious individuals and famalies answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s. 

- Implement strategies to give peace of mind about leaving a legacy to family members.

Fund Analyst & Paraplanner - Wealth Management

- Worked with families struggling with business debt.
- Collaborated in putting together strategies to give families some peace of mind.
- The outcome was reducing the impact of bad loans on the bank's financial stability.

Credit Analyst - Corporate Finance Restructuring

Seven Financial

- Helping affluent and ambitious individuals and families answer the question "have we done enough to step back without wrecking our finances?". 

- Giving clients peace of mind that they are doing enough.

- Designing road maps to retirement for clients in their 50s and 60s.

Maurice Stevenson Ltd (MSL)

Provided a management accounting service.

Reported to monthly board meeting operational financial information.

Management Accountant

Coleman & Co

Financial Accounting - Accountancy Practice

4Beauty Group

Financial Accounting - Consumer Retail

Fair Investment Company

Financial Accounting - Finacial Services

Marketing Executive - Financial Services

I ghostwrite Educational Email Courses for Financial Planners & Wealth Managers. Building on 12 years Technical Paraplanning in Wealth Management.

In 2022 I decided to experiment with blogging.

With no real audience and no experience of writing online, the idea quickly bombed. 

But then I came across Justin Welsh’s article: “5 Rules of a Permissionless life”. 

2 ideas stuck with me:

- I possess knowledge that others would find valuable. 

- I have permission to try something new “building in public”.


In 2023 I started micro-blogging on LinkedIn. 

I realised I could circumvent the traditional path of “selling financial products”. 

And instead build a path centred on personal finacial education as a means to grow an audience that converts into prospective clients.

I decided to put these skills to good use helping:

- Financial Planners
- Financial Advisers 

Looking to build and grow an online presence.

I will help you to write about:

- You 
- Your ideas, and
- Scale these across the internet

You will have the benefit of an "insider" with an informational advantage as you: 
 
-	Build client engagement.
-	Tailored your client-facing content.
-	Free up your time for core activities.
-	Enhancing communication with clients.

DM me “cowrite” to set up an initial call.

Michael Kakuru

TS Lombard

•	Selling both GlobalData & TS Lombard products to buy side firms 
•	GlobalData data bottom - up Alt data & TS Lombard Macroeconomic research
•	Selling data across 20+ sectors including pharma, technology, commodities 
•	Creating and executing outreach campaigns and adapting to certain prospects  
•	Taking prospects through the whole sales process, initial contact to sale 
•	Negotiating deal terms and pricing 
•	Speaking with CIOs / CEOs / Portfolio Managers on a daily basis about the markets 
•	Supporting the analysis team with market news, views from clients and other sources

Sales Executive

•	Specializing on supporting managers, CIOs & deal makers in the infrastructure sector 
•	Discussing and evaluating client’s portfolios 
•	Learning about their allocation strategy and deal needs
•	Providing the companies services for their benefit 
•	Increasing client’s network through introductions and meetings 
•	Hosting webinars on different aspects of the asset class and writing material
•	Onboarding new clients and introducing them to the services and value 
•	Working with our US & Asia teams on joint projects 
•	Supporting sales team with feedback from client’s and changing processes accordingly

Client Success Specialist

JDX Consulting

•	Providing expert advice and project management to top financial companies 
•	Working alongside these companies’ employees to gain insight into current operations
•	Gaining exposure to different types of financial companies and different project types 
•	Being exposed to a number of front and middle office roles to gain knowledge 
•	Adapting processes and operations with change in regulations that come out
•	Working with JDX internal teams to improve and grow the business 
•	Using my network to help the company gain exposure and hopefully new project 
•	Playing within the JDX sports teams and managing the rugby touch rugby & rugby 7s team 

Achievement: Being selected to be 1/3 to present on a company -wide presentation on a strategy which is now being used with clients. I am also up for a promotion in August which I can achieve sooner. I have also past 75% of my company training and past all of the exams that are relevant to my current role.

Associate Consultant

1fs Wealth

•	Build strong relationships with current client base
•	Taking client calls - HNWIs & Family Offices
•	Managing different teams with daily operations
•	Supporting CEO & CIO to develop company strategically
•	Assessing and researching market trends to feedback to clients
•	Communicate with advisory board members about progress
•	Organising and taking monthly partner calls
•	Researching different investment markets and the impact of Covid-19
•	Discuss portfolio construction with clients
•	Actively respond to clients in a timely manner and ensure expectations are met
•	Understanding developments in technology changes due to Covid-19

Client Relationship Manager

Last Word Media Ltd

•	Researching financial markets 
•	Introducing fund selectors to fund managers 
•	Running financial events within London 
•	Advising investors to new funds for their portfolios 
•	Building relationships and networking within the industry 
•	Evaluating performance of markets and investments
•	Adhering to legal compliance
•	Understanding the overall strategy of the company
•	Actively debate the investment solutions and strategies suggested
•	Researching and creating articles, blog posts, and videos on financial planning topics
•	Producing educational presentation materials for use by advisors and other employees

Achievement: Client feedback was always exceptional in comparison with peers and I was praised on my approach and demeanor with clients.

Delegate Relations Executive 

Thermae Bath Spa

Marketing Assistant

Part-time Guest Services Specialist at Bath Thermae Spa and freelance Personal Trainer

Loughborough University

Supporting the Head of Strength and Conditioning at Loughborough University coaching the Loughborough University Cricket team and Loughborough University Athletics team, specifically with the Sprint Team.

Strength And Conditioning Coach

Sales Executive @ TS Lombard

I am an incredibly driven and hard - working individual with a ‘always wanting to learn more’ attitude and always wanting to test my skills in new challenges. 

With now over 3 years’ experience in the finance industry in several areas within the industry, this has allowed me to gain a vast knowledge and a fantastic network. These areas include portfolio & fund management, FinTech, Family offices / HNWIs, sales and most recently private equity. 

I also hold a degree from Loughborough University, alongside studying at this top university I was playing high level team sport which has made learn how to play my role within a team setting and made my very competitive which I believe has given me the edge in the workplace.

taplio

The Battle

Michael Kakuru

Harry Logan

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