As previously mentioned, I hold dual fellowships as a Chartered Financial Planner™ and Chartered Investment Adviser with both the Chartered Institute of Securities and Investment and the Personal Financial Society. This rare achievement stems from my unwavering passion for my profession and dedication to providing exceptional value to my clients’ financial planning. Over the years, I have contributed extensively to various media outlets on Global Wealth Management and have acquired nearly two decades of experience in international financial services. Currently, I offer Financial Planning and Investment advice to clients worldwide and personally review applications from Financial Advisers seeking assistance or further information from Your Wealth Transfer.
At its core, YourWealthTransfer serves as an informational platform (please note, nothing on the site should be construed as financial advice, as per our disclaimer below). However, our team at YWT recognizes that there are limitations to the guidance we can provide through the site alone. As such, we offer the option to connect those in need of additional assistance with highly qualified advisers worldwide. While I acknowledge that all advisers are on their own professional journey, I believe that only the most exceptional individuals in the field of Financial Advice possess the expertise required to navigate these complex advisory areas and thus, only introduction to the very best Financial Advisers would ever be provided by YourWealthTransfer.