Company– Guardian Wealth Management
Years of relevant experience– 22
Types of products offered– Financial Planning, Lump Sum Investments, Pension Portfolio Management, Portfolio management, Wealth Management
Professional Qualifications*– RQF Level 4 Diploma in Regulated Financial Planning
Member of– CII
Interests–Coady Performance Group, Travel and Development
A brief note–An experienced adviser with over two decades of experience in both international and UK markets. Previously serving brands in the UK such as Barclays Wealth and Prudential, and now based in Dubai, serving the international market for the past 15 years.
Achievements– Fellow of the Institute of Directors, Fellow of the Institute of Sales Management, Member of the Chartered Insurance Institute