After spending my childhood as an expatriate child in Bahrain, I was keen to leave the UK to pursue a career overseas as soon as possible.
In 2004 I made that move and arrived in Kuala Lumpur working as a paraplanner in one of the bigger IFAs in town at the time. In 2006 I was involved in the setting up of the Malaysian franchise of the Alexander Beard Group and subsequently led a management buyout in 2009 with one other partner to form Greenwood Private Wealth Management.
In 2017 Greenwood was wholly acquired by Holborn Assets where I am now a Senior Partner; leading a team of the very finest financial advisers, whilst managing and adding to my existing book of clients; delivering the levels of knowledge & service that current ones are accustomed to and the new ones will come to demand!
On a personal level, I am married to Cindy and have two sons, Kaedan and Harrison. I am a permanent resident of Malaysia.a
- ▪ CII – FPC 1
▪ CII – Financial Advisers International Qualifications
▪ CII – Award in Financial Planning
▪ CII – Award in Investment Planning
▪ SCI – M5
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