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Experienced wealth management professional working in the industry since 2005 advising both private and corporate clients with complete holistic tax and financial planning solutions to suit their particular needs and goals. While certainly not exclusively, our primary focus is the expatriate and internationally mobile community whose financial planning and investment needs tend to be more complex due to their nationality and/or the likelihood of living and working in different countries during their life. Specialities: * Portfolio Management * Pension planning * SIPP and QROPS pension transfers * Investment Saving Plans * Estate Planning * Education fee planning * International banking * Foreign Exchange * Life Assurance. Tel: +32 (0)2 535 7457 E-mail: [email protected] Professional qualifications. 1) The Certificate in Investment Management (Cert IM) from the Chartered Institute for Securities and Investment (CISI formerly known as the Securities and Investment Institute). This is equivalent to the Investment Management Certicate (IMC). 2) The Financial Adviser's International Qualification (FAIQ) from the Chartered Insurance Institute (CII). University. MSc International Business Studies from University of Maastricht, The Netherlands
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