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I am an SFC, CIB and IDD licensed Wealth Manager and Financial Adviser at Holborn Assets and Pyrmont Wealth. With 25 years of experience in Financial Markets, I now specialise in personal and corporate investment advice in Hong Kong, UK, Europe and Offshore markets. I also provide advice, support and investment due diligence on Citizenship by Investment & Residency by Investment (Golden Visa) programs. Prior to following an advice and wealth management career I worked in both front and back office Corporate Actions - primarily concentrating on IPO's, Takeovers & Mergers for UK and European companies for Barclays Global Investors and Lloyds Bank, amongst others. I was also a member of the advisory panel and a speaker for IfsProshare, a non-profit organisation promoting and encouraging employee share ownership in listed UK companies. Often described as holistic in my approach to advice I build solutions based around in depth discussion and analysis. I specialise in helping professional expatriates take advantage of offshore financial products, and offer advice and guidance on the most suitable investment solutions. This includes, but is not limited to: Retirement planning Tax efficient savings and investment Transferring frozen UK pensions to tax friendly and flexible offshore/ onshore environments via QROPS/ SIPPS/ QNUPS/ EURBS Children's education and tuition fee planning Tax protection and tax mitigating solutions for those considering repatriation IHT, estate and succession planning Trust formation Asset and wealth management Alternative investments Property investment for overseas buyers Citizenship and Residency by Investment programs
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