I am originally from Chester, UK and currently working with Holborn Assets, part of the UAE team. I aspire to help those seeking life-long retirement solutions through disciplined savings and investment strategies. I enjoy working with families, individuals and corporate companies on achieving their financial objectives.
Since 2013, I have been building strong relationships with clients by offering holistic advice that’s transparent, ethical and regulated. I am always learning and increasing my knowledge to adapt to market and regulation changes so that I can be one step ahead for clients.
I currently hold International and UK qualifications in the industry and progressing to chartered status. Regarding my area of expertise, this will include pension planning, DC/DB pension transfers, state pension advice, IHT planning, property investment, short to long term savings and retirement solutions, family and business protection.
- International Certificate in Wealth and Investment Management – CISI
- Diploma for Financial Advisers, DipFA, Level 4