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Private Wealth Adviser
Liam is a qualified adviser, delivering holistic independent advice to individuals globally.
He started his career at Santander Bank advising HNW clients across the UK. With this base, Liam transitioned to the Middle East, adapting their expertise to the region’s dynamic financial landscape.
Liam’s qualifications highlight his dedication to excellence, including an Investment Advice Diploma from the Chartered Institute for Securities & Investment (CISI).
He has honed skills in asset management, tax-efficient investing, and all other areas falling under the financial umbrella. Passionate about helping clients navigate complex financial landscapes and make confident decisions that positively impact their wealth accumulation and preservation.
Areas of Expertise
Qualifications & Awards
CISI Level 4 Diploma in Investment Advice
Regions Covered
Liam spent some time advising me on the best options for my various pensions to best align with my goals and ambitions. Liam spent time to properly understand my objectives and I feel the advice he... Read Full Quote
I had the pleasure of being introduced to Liam earlier this year. Over a few insightful conversations, he quickly demonstrated his deep understanding of the market and his knowledge of financial... Read Full Quote
I am pleased to recommend Liam as an exceptional financial adviser. Over the course of our professional relationship, Liam has provided invaluable pensions advice, demonstrating a deep understanding... Read Full Quote
Liam has been brilliant and I recommend him to anyone. Strong updated knowledge of the markets, and the perfect amount of check-ins to ensure my finances are on track. I've had a great feeling of... Read Full Quote