Company– AES International
Years of relevant experience– 20
Types of products offered– Financial Planning, Inheritance Tax planning, Retirement Planning, Wealth Management
Professional qualifications*– Chartered Financial Planner, Pension Transfer Specialist, Chartered Wealth Manager and Chartered Fellow of the CISI
Member of– CII, CISI
Interests– Football and family
A brief note– Prior to joining AES International in Dubai, I worked in Scotland for a Chartered Accountancy practice, at an Actuarial firm, and earlier still at a Private Bank, working in both banking and investment management.
Achievements– Today I deliver lifestyle financial planning, and enjoy developing long-lasting relationships with my clients by becoming their trusted adviser. My specific expertise lies in creating bespoke financial models, and working to formulate strategies typically in three core areas: wealth enhancement; wealth protection; and wealth transfer.