QUALIFICATIONS AND EXPERIENCE

Work with a qualified and regulated financial adviser. I’ve assisted clients in defining their most complex obstacles and building long-lasting financial strategies. Learn more about my professional and educational experience.

  • Batchelor of Laws: LLB (Hons) Business Law Degree

  • Chartered Insurance Institute - Advanced Financial Planning

  • Chartered Insurance Institute - Pensions and Retirement Planning 

  • Chartered Insurance Institute - Pension Income Options

  • Chartered Insurance Institute - Pension Transfer Specialist 

  • London Institute of Banking & Finance- Diploma for Financial Advisers

  • Chartered Institute for Securities and Investment - International Certificate in Wealth Management

  • Member of the Chartered Insurance Institute

  • Member of the Personal Finance Society

  • UK FCA Registration Number - JXC15432

  • LIBF Statement of Professional Standing Verification no 59449

  • Over 8 years working in Offshore Financial Services 

Qualified Financial Advisor | United Kingdom | Financial Advice for Expats

ACADEMIC AND PROFESSIONAL BACKGROUND