I'm your right coach because
I am based in London and 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 can support you in the following:
Estate Planning (e.g. Inheritance, Legacy)
General advice, e.g. review of a personal situation
Help to set-up or sell a business
Help with retirement planning
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Specific investment advice, e.g. build/manage an existing portfolio
Financial knowhow required
Beginner
Beginner with some financial literacy experience
Intermediate
Advanced financial literacy
I can interact with you
Online
Skills & Qualifications
Company name Challoner Wealth Management Ltd
Function / Role Partner
Place of work Other
Years of experience 10 - 20 years
CII Diploma
Reference Number 594696