Ricardo Dos Santos - Financial Advisor, Abbey wealth

Years of experience: 18

CopywritingProofreaderSales & BizDevCustomer ServiceConsultingCustomer Success Manager

Trusted by top professionals

Nicola Haxby
Administrative Support
Verified
Ricardo and I worked closely to provide his clients with correct advice and excellent support and service. I found him to be extremely ethical, conscientious and diligent in his dealings with clients,...

Trust Score

Exceptionally trusted; proven professional excellence.

90%

Ricardo's Career Path

Jun. 2024 -
Present

Abbey WealthFinancial Advisor

Dublin, County Dublin, IrelandClient Portfolio Management – Oversee and manage a diverse portfolio of over 300 expatriate clients across the EU, providing personalized financial planning solutions. Enhanced Client Retention & Satisfaction – Built strong, long-term relationships through transparent financial guidance, leading to high client retention rates. Utilization of Wealth Craft CRM – Leverage Wealth Craft CRM to enh...

Jan. 2019 -
Present

Benchmark Capital GroupFinancial Advisor and Advisory Partner at Benchmark Capital

Johannesburg, Gauteng, South Africa

Aug. 2006 -
Mar. 2025

Liberty Group South AfricaFinancial Advisor

Johannesburg, Gauteng, South Africa