Expert Details

Expert in Wealth Management and Financial Advisory

Expert ID: 737090 United Kingdom

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Expert is a confident, determined, conscientious, and knowledgeable Chartered Management Accountant (ACMA), Chartered
Extensive experience in the UK Regulated Financial Advice and Wealth Management market including Start-Up and New Firm Authorisation, Business Development and Management, and Transformation for Growth.

Business and product knowledge across Asset Management, Private Banking, Insurance, and Wealth Management, including Mortgages, Finance, Debt, Accounting, and Investment Banking.

CIMA Practising Certificate holder. Authorized and licensed by the Chartered Institute of Management Accountants (CIMA) to provide accountancy services.

Founder of a company authorized and regulated by the Financial Conduct Authority (FCA) to provide Investment Services. Including Comprehensive Wealth Management, Financial Planning, and Investment Advice to Individuals, Families, Companies, Entrepreneurs, and Executives.

Founder and Director of a company, regulated and licensed by The Chartered Institute of Management Accountants (CIMA) to Provide Accountancy and Business Advisory Services to Individuals, Sole Traders, and Companies, including Accounting, Taxation, Management Accounting, Business Start-up Advice, Capital Sourcing, Business Plan Preparation, Financial Restructuring, Acquisitions, Disposals, and Forensic Accounting.

A broad range of Senior Corporate Finance related experience from senior roles including Finance Administration Manager, Wealth Manager, Financial Adviser, Finance Director, and Executive Director.

Working experience with all areas of Finance, Operations, IT, and Shared Services (Tax, HR, Legal, and Compliance) Senior Management to Executive Board Level.

Process Improvement and Change Management across Client, Transaction, and Accounting MI Systems.

Extensive experience managing the wealth of individuals, families, entrepreneurs, and executives.


Year Degree Subject Institution
Year: 2016 Degree: ACMA, CGMA Subject: Chartered Management Accountant Institution: CIMA
Year: 2012 Degree: Level 4 Diploma in Accounting (MAAT) Subject: Accountancy Institution: Association of Accounting Technicians
Year: 2010 Degree: Level 6 Diploma in Investment Planning Subject: Investment Planning Institution: Chartered Insurance Institute

Work History

Years Employer Title Department
Years: 2012 to Present Employer: Undisclosed Title: MD Department: Executive
Expert works for an investment advisory firm providing high net worth and affluent individuals a complete range of tailored advice and investment services.

• CF1 Director controlled function.
• CF11 Money Laundering Reporting Officer controlled function
• CF10 Compliance Officer controlled function.
• Responsibility for insurance mediation.
• CF30 Investment adviser controlled function.
• Interim Finance Director responsibilities.
Years Employer Title Department
Years: 2019 to Present Employer: Undisclosed Title: MD Department: Executive
Business advisory and accountancy services
Years Employer Title Department
Years: 1999 to 2013 Employer: Medics Wealth Management Title: Financial Advisor Department: Advisory
CF30 Investment adviser controlled function
Years Employer Title Department
Years: 1998 to 1999 Employer: Medics Wealth Management Title: Training and Competence Officer Department: Staffing
Financial Services Authority (FSA) controlled function

Career Accomplishments

Associations / Societies
The Chartered Institute of Management Accountants
Licenses / Certifications

Fields of Expertise

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