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Private Wealth Adviser
Christian is a UK Level 4 qualified financial adviser and holds a CISI Investment Advice Diploma (IAD) from the Chartered Institute for Securities & Investment (CISI).
With years of industry experience and a results-driven mindset, Christian is a recognised professional known for his technical expertise with focus on pension transfers, asset protection, trusts and inheritance tax planning and lump-sum investments with focus on HNW clients. Passionate about helping clients navigate complex financial landscapes and make confident decisions that positively impact their wealth accumulation and preservation. With this base, Christian transitioned to Europe, adapting their expertise to the region’s dynamic financial landscape.
Areas of Expertise
Qualifications & Awards
Investment Advice Diploma (IAD) Level 4, from the Chartered Institute for Securities & Investment (CISI)
Regions Covered