My career working in financial planning dates back to 2005 working with a local broker in the UK. My first role was a secured lending adviser, my role was to help clients restructure finance agreements to help them to become debt-free. I have helped all ranges of clients from the high networth individuals down to clients who unfortunately are in huge debts. I understand the importance of financial planning at both ends of the spectrum to a high level of expertise.
I then worked in UK banking with Lloyds TSB for 4 years and was a successful Senior Personal Banking manager. With this role I assisted clients with all areas of financial services and was an award-winning advisor, I was also an award-winning consultant with my time spent working with another broker in the UAE. I have been working in the UAE as a financial consultant since 2012, I have always treated my clients with the highest level of professionalism. I thoroughly enjoy meeting with my clients, I have a passion for investing and helping clients grow their wealth. I have an abundance of knowledge across all financial products and markets and work my hardest to accommodate clients requests. Knowing my clients are happy with the advice given, are on track with their own financial goals and are making profits with their investment portfolios is most important. I have helped a vast number of clients build wealth monthly, invest into lump sum portfolios and take out protection policies during my time in the UAE and have received excellent feedback and online reviews over the years from clients, this to me is my job satisfaction and shows I am a good, honest ethical advisor with the clients interest as my number one priority.
I joined Holborn Assets in 2018 as a Senior Partner to further my career the main reason behind the move in the company was because Holborn is a transparent, trusted, client-focused company, whose business principals match my own. I manage a team of advisers, which includes coaching and motivating as well as monitoring their approach to financial advise making sure it is up to the Holborn ethical standard.
- International Qualifications
- Chartered Institute for Securities & Investment
- The United Arab Emirates Financial Rules and Regulations
- International Introduction to Investment Award Level 3 Certificate in Wealth Management
- United Kingdom Qualifications
- The London Institute of Banking & Finance
- Level 4 Diploma for Financial Advisers