Company– Mondial Dubai LLC

Years of relevant experience– 40+

Types of products offered– Education Fee Planning, Financial Planning, Inheritance Tax planning, Lump Sum Investments, Pension Portfolio Management, Portfolio management, QROPS, Retirement Planning, SIPPS, Wealth Management

Professional qualifications– MCIBS, Cert, PFS, FAIQ, (CII), MCSI

Member of – CISI

Interests– Rugby, Nutrition, Biomechanics

Nationality– British

University– Napier University Edinbugh

Brief summary- 20 years onshore Wealth Management (Bank of Scotland) & 20 years offshore Wealth Management (Mondial Dubai LLC)

M

Pin It on Pinterest