Head of Trusts & Investment Advice
A Chartered Wealth Manager
Level seven FCA authorisation for the provision of client investment advice, which is the highest and has provided private client investment advice since 1985.
Long legal experience of tax, trusts and complex issues relative to wills.
A former Law Society competency assessor of investment personnel within law firms with a detailed knowledge of compliance issues.
Fellow of the Chartered Institute for Securities and Investment
2001 to present – George Ide LLP
1995 to present – Consultant to the legal profession
Office: North Street, Chichester
Contact Telephone Number: 01243 813524
Email Address: firstname.lastname@example.org