Chartered Financial Planner
I have been a financial adviser all my working life.
Originally from Edinburgh, I started my expat journey at the end of 2000.
The original intention was to enjoy living overseas for a couple of years and then return to the UK. Two decades later and that plan hasn’t quite worked out 😀
11 years ago, I made the decision to start co-operation with AES International; one of the two best professional decisions that I have made.
At AES, we are a team of award-winning financial professionals on a mission to help our international clients to build wealth, plan their futures and invest smarter.
The other great decision was to invest in myself by attaining the Chartered Financial Planner designation.
At AES, I specialise in working with British expatriates who are approaching retirement (usually within 5 years of hanging up their spurs).
I deliberately chose this area because I believe that the transition to retirement is one of life’s biggest challenges and as a result, it is where a financial adviser can be of the greatest value.
I currently live in Warsaw with my wife and 2 children. When I’m not in the office, you can find me out on my bike, reading history books or learning Polish.
Email me: firstname.lastname@example.org