About Alan
Mechanical engineer by education, wealth manager by choice with over 15 years of experience in helping clients meet their financial and wealth goals for themselves and their family.
CISI Level 3 Certificate in International Wealth and Investment Management qualified.
Adapting to dynamic needs, holistic understanding of client profile and tailoring solutions to meet the needs of the client is my strength.
I provide long and short term financial planning, wealth generation, wealth preservation, and estate planning services to a global clientele
Qualifications
- CISI Level 3 Certificate in International Wealth and Investment Management
- Bachelors in Engineering