- Brian is a positive, outgoing personality. With a passion for his job, his enthusiasm is contagious – and he’s always willing to go the extra mile to ensure the best service possible. In his role as a financial advisor for expats, Brian’s work covers: protection for clients’ families with life or early critical illness cover, education plans, retirement plans in offshore accounts, lump sum investments in offshore accounts, SIPPs, asset management and corporate medical arrangement.
Skills and expertise
Brian enjoys running, reading and roller-skating.
His favourite quote is:
Success is my only option, failure is not.
“Brian is an extremely competent financial professional. He is a highly dynamic and positive individual, always readily available to answer any queries you may have. He always efficiently follows up with us and consistently suggests what he feels is best. We are very pleased not only with the professional collaboration we have with Brian, but to have him as a friend as well and would recommend his services to anyone seeking the best financial advice.”
“Brian has been looking after my account for the past five years. He has always been reliable and provides me with the highest level of service. With his positive attitude and solid advice, he has become a dear friend that I know I can count on. He frequently invites me to different events he is hosting and is always available if I need.”
Alexandre Fernandes Costa
Principal Premier Field Engineer
“Brian has been of tremendous help in managing my Portfolio. Brian is responsive, knowledgeable and offers good perspective when making investment decisions. Brian is always available to discuss any concerns and also offers proactive advice when relevant.”
Anton Van Zyl
Commercial Leadership Director Global