• Professional Experience
    2007 - Present
    Investment broker in the international market place. I specialise in medium/long term investments aimed at: University education fee planning for young children or grandchildren Retirement planning, helping you decide when you wish to stop work Wealth / Asset management.
  • Professional Skills
    I specialise in medium/long term tax efficient investments and wealth management solutions, in the safest and most secure financial centres in the world.Tax efficient Savings and Investment Specialist for high net worth individuals and Expats; Pensions, Portfolio Management, Child Trust funds and Education Fee planning, Inheritance planning, Generational planning.I have extensive executive business experience in Mexico, solid business judgment in planning and accomplishing client objectives.
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