About
I'm an FCA-authorised financial advisor with a wide variety of clients. I'm based in London and speak English.
I enjoy working with a wide variety of clients including those that run their own businesses and families that wish to focus on intergenerational planning.
I enjoy working with a wide variety of clients including those that run their own businesses and families that wish to focus on intergenerational planning.
| Age |
46-65
|
|---|---|
| Nationality |
British
|
| Civil status | |
| Kids | |
| Passionate about |
Helping people reach their goals
My family
The planet and making a difference
|
| City, Country | London, GB |
I can support you in the following
Specific investment advice, e.g. build/manage an existing portfolio
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Help with retirement planning
Help to set-up or sell a business
General advice, e.g. review of a personal situation
Estate Planning (e.g. Inheritance, Legacy)
Skills & Qualifications
| Firm | Challoner Wealth Management Ltd |
|---|---|
| Function | Partner |
| Place of work | Other |
| Experience | 10 - 20 years |
| Qualifications |
CII Diploma
|
| Regulatory (FCA) Authorized: | Yes |
| Reference Number | 594696 |
Your home may be repossessed if you do not keep up repayments on your mortgage.