I have over 20 years of experience in financial advice, both supporting clients in making decisions about their financial future, and also working for advisory companies, helping them to select the best financial products and solutions for their clients, which has given me a unique breadth of experience.
I’ve spent over 20 years working abroad, supporting expats in creating and implementing their future financial planning. I have a CISI Level 4 Certificate in Advanced Wealth Management, and am fully qualified and accredited in Wealth Management in the UK and Europe.
For some time, I’ve been looking to work with a company that puts the clients front and centre – as I think, for too long, many financial advisory companies haven’t always acted in the right way. When I started talking to the team at United Advisers it became clear that integrity was the cornerstone of the business, and the focus was very much on working with clients in the long term and supporting them in their financial planning throughout their various life changes. I’m delighted to be supporting United Advisers Marine clients.
Download the yachties guide to saving
Our guide takes you through the top tips to becoming a regular saver, how to plan and manage a budget both off shore and on-shore as well as savings checklist.