My inception into the world of finance came in the early 1990’s where I won a fast track trainee broker position with Allied Dunbar( now Zurich Financial Solutions). Quickly moving through the ranks, I soon became an accredited Financial Adviser specialising in areas such as equity release and retirement planning. With my love of the Spanish language, I was able to take regular private Spanish courses with my ambition to gain a financial position in Spain. My ambition became a reality when I was able to land a role at Deutsche Bank in Barcelona, developing my obvious skills in wealth management ,financial planning and portfolio management. My next career move was to work as an Independent Financial Advisor for Spectrum in Barcelona, a discipline incorporating structuring and wealth planning for ex pat clients living in Spain. This position fused my knowledge of tax planning succession planning and wealth protection for my clients.
Having honed my skills on an independent level with clients ranging from affluent to High Net Wealth (HNW) and Ultra High Net Worth (UHNW) my next two roles took me to Meriden Capital Partners in Barcelona before a move back to London with my young family saw me land a position at Totus Wealth.
Now in the twilight of my career I am fortunate enough to work as a Private Account Manager with one of the UK’s leading Introductory companies, New Capital Link. My large network of Sophisticated and HNW individuals has given me the ability to pass on my knowledge to a dynamic company represented by some of the finest financial talent in the UK.