Director EFSL, Partner EC LLP
Dedicated Financial Services Consultant with substantial experience in chairing IFA Investment Committee meetings and constructing bespoke, risk-adjusted centralised investment propositions. Proven track record, with expertise in designing and writing Investment Reviews (including Asset Allocation, Risk Assessment and Fund Selection). Regularly write research on topical subject matter to present at Investment Committees, or bespoke to IFA clients. Hold DipPFS, IMC and Long-term Care.
Please see my profile for further details.