Personal Information
Unternehmen/Arbeitsplatz
Bristol, United Kingdom United Kingdom
Branche
Finance / Banking / Insurance
Webseite
www.lwmconsultants.com/
Info
A few different hats but one person.
Director at LWM Consultants (specialist financial planner) - my role focuses on compliance, portfolio construction and management, marketing, research and client communication.
Managing Editor at shininglights.co.uk - a FREE financial website (totally unconnected to LWM Consultants); includes budgeting tools, blogs, fund updates, fascinating interviews & insight to new music!
And Trustee of two charities.
Prior to this I developed innovative products and solutions for the IFA market, as well as being instrumental in the development and launch of a direct to consumer investment platform.
Tags
investing
education
money
finance
training
financial planning
investment management
ben graham
investment
financial plan
financial advice
financial services
financial
warren buffett
seth klarman
john templeton
investment bubbles
behavioral finance
financial education
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Präsentationen
(12)Personal Information
Unternehmen/Arbeitsplatz
Bristol, United Kingdom United Kingdom
Branche
Finance / Banking / Insurance
Webseite
www.lwmconsultants.com/
Info
A few different hats but one person.
Director at LWM Consultants (specialist financial planner) - my role focuses on compliance, portfolio construction and management, marketing, research and client communication.
Managing Editor at shininglights.co.uk - a FREE financial website (totally unconnected to LWM Consultants); includes budgeting tools, blogs, fund updates, fascinating interviews & insight to new music!
And Trustee of two charities.
Prior to this I developed innovative products and solutions for the IFA market, as well as being instrumental in the development and launch of a direct to consumer investment platform.
Tags
investing
education
money
finance
training
financial planning
investment management
ben graham
investment
financial plan
financial advice
financial services
financial
warren buffett
seth klarman
john templeton
investment bubbles
behavioral finance
financial education
Mehr anzeigen