Company– Nexus

Years of relevant experience– 14

Types of products offered– Education Fee Planning, Financial Planning, Inheritance Tax planning, Insurance Investment Advice, Lump Sum Investments, Pension Portfolio Management, Portfolio management, Retirement Planning, Savings Plans, SIPPS, Wealth Management

Qualifications*– Member of CII and CISI

Interests– Tennis and travelling

Nationality– British

University– Brunel University (Masters in Finance & Investment)


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