Personal Information
Organization / Workplace
Watford, United Kingdom United Kingdom
Occupation
Independent Wealth Manager
Industry
Finance / Banking / Insurance
Website
www.aegisfp.com/
About
Welcome and thank you for taking the time to review my profile. I am based in Borehamwood, Hertfordshire. I genuinely enjoy how simple wealth management makes such a significant difference. I do this by arming my clients with the relevant information so that they can make informed decisions.
Formerly from a retail banking back ground I have years of hands on experience in helping small and medium sized business owners, individuals and families.
In my experience Hertfordshire SMEs usually have wealth management needs in regard to Business protection, Employee benefits and remuneration, Corporate Pensions, Managing Assets and aspects of Exit strategy*.
The Hertfordshire families I advis...
Tags
market commentary 12th january 2018
aegis weekly market commentary
See more
Documents
(3)Personal Information
Organization / Workplace
Watford, United Kingdom United Kingdom
Occupation
Independent Wealth Manager
Industry
Finance / Banking / Insurance
Website
www.aegisfp.com/
About
Welcome and thank you for taking the time to review my profile. I am based in Borehamwood, Hertfordshire. I genuinely enjoy how simple wealth management makes such a significant difference. I do this by arming my clients with the relevant information so that they can make informed decisions.
Formerly from a retail banking back ground I have years of hands on experience in helping small and medium sized business owners, individuals and families.
In my experience Hertfordshire SMEs usually have wealth management needs in regard to Business protection, Employee benefits and remuneration, Corporate Pensions, Managing Assets and aspects of Exit strategy*.
The Hertfordshire families I advis...
Tags
market commentary 12th january 2018
aegis weekly market commentary
See more