FOL Wealth
Mayfair, London
Mayfair, London
We offer bespoke guidance and portfolio management for wealthy individuals who want a trusted partner with whom to confide their future financial wealth.
The busier you are the less time you have to plan your financial investments and the more help you need to manage your wealth.
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What do you love most about your job?
I delight in clients' prosperity. I enjoy creating a plan and seeing it come to fruition over the medium to long-term.
What inspired you to start your own business?
I love making a difference.
The average adviser is 55years old, with a low intake into the industry, it is highly likely there will be a shortage of advisers in the future. I champion a campaign to ensure the public understands the importance of advice and encourage young graduates to take up the profession.
Why should our clients choose you?
Because I go the extra mile for all clients. There is only one service level, (and that is outstanding) foe all clients.
All clients are treated fairly, irrespective of net worth.
Financial and Investment Advice
I offer a compelling insight on a range of topics, including asset allocation, investment strategies, market dynamics and wealth management. I listen to investors articulate their needs, goals, and priorities, and then partner with them to develop a holistic wealth and investment management strategy.
I hold a degree in Economics and a Masters in Finance (2005). My industry qualifications includes Advanced Diploma in Financial Planning, Investments (Securities), Discretionary Investment Management to name but a few.
