Chartered FCSI
I have over 20 years of experience in the financial services industry and hold a Chartered FCSI qualification. I ensure that our operations are fully compliant with the rules of our most stringent regulators.
At the United Nations Climate Action Summit in September 2019 UN Secretary General Antonio Guterres declared that ‘the tide is turning.’ As the climate change crisis takes centre stage on the world’s agenda, individuals are waking up to how we have been mistreating the earth and seeking to make positive changes in all areas of…
Who taught you about money management? School, your parents, no-one at all? The latter seems to be the case for most of my generation, with the majority muddling along working it out for themselves and trying to get to grips with budgeting, saving and understanding how interest works as they progress through life, often learning…
I know that it can be frustrating for consumers to be constantly bombarded with questions and requests for proof of address documents and ID by everyone from utility companies, banks, insurers and, yes, your financial adviser. And while I know that it can seem superfluous, I’ve written this post to try and explain to our…
Would you care to take a guess at the amount of money that is laundered globally per year? Of course, it’s a difficult figure to calculate, given that we are talking about illegal activity, but according to the United Nations Office on Drugs and Crime (UNODC) it’s somewhere between $800bn and $2tn, or between 2…