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Work Background
Black Lion Wealth Director | Financial Adviser
Oct. 2018London, England, United Kingdom📗 We are your go-to wealth management and financial planners in the UK. We are a team of holistic financial advisers who put people's interests first. 📗 We work relentlessly and ensure you always have access to the best options; we have access to the major UK providers. 📗 Sspecialitiesspecialties include: - Financial Planning - Financial Advisory - Business continuation strategies - Retirement Planning - Wealth Management - Life Insurance strategies - Employee benefit and retention services - Trust services - Pensions advice - Pension consolidation, pension switches, pension drawdown - Investment advice 📗 We uniquely place ourselves to offer contactless and remote consulting to our clients to enjoy and benefit from our comprehensive range of products, many of which are exclusive to our clients. 📗 We also educate our clients about the details of the financial advice or wealth management they are paying for. 📗 We dedicate much of our time to 3 things: building relationships, educating families, and educating ourselves. 📗 Typically, we analyse your current financial situation and help you: - Identify financial goals and concerns - Illustrate and create a path to reach your financial goals and deal with concerns - Identify gaps, if present, and offer solutions 📙Contact us to discuss your financial future at >>> 07889678003, Mon-Fri 10am-5pm
Close Brothers Asset ManagementFinancial Planner
Jul. 2015 - Sep. 2018London Gatwick Airport, England, United KingdomWorking As a Financial Planner, responsible for looking after existing Investment Clients.
UndisclosedFinancial Advisor
Jul. 2015 - Aug. 2016
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