A very experienced financial advisor having considerable success in advising high net worth individuals clients on investments. Over 8 years experience in providing financial services and assisting clients in making informed decisions by showing them various options and helping them to assess the merits of different plans. Possessing in depth knowledge of investment strategies and working hard to provide a high-quality, customer-driven and sales-focused service. Having excellent communication skills, able to work in a targeted environment, as an individual and also part of a team, and experienced at working to strict compliance requirements.