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I will help you reach your financial goals. Reach out to me if you have: Sold a business Received an inheritance Need expert help managing your investments I get to know you and your life objectives, so I can make sure you put the right investment strategy in place. Speak to me if you are: Building wealth towards retirement / financial freedom Using passive income or accumulated assets to supplement your lifestyle Aiming to preserve or pass on your wealth in a tax-efficient way Or if you want to know how I can help the following professionals with their roles: Solicitors Accountants Financial Advisors / Financial Planners Trustees/board members of Charities with investable reserves I have 15 years of investment experience. I am a Fellow of the Chartered Institute for Securities and Investment (CISI) and a holder of the CISI Wealth Management diploma. If you would like further details, please message me on LinkedIn, or drop me an email at [email protected] When I'm not working I am generally excited about: Sports (I can always make time for a round of golf!) Good coffee Reading non-fiction books (please send me your recommendations)
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