The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
My style is very much inclusive, comprehensive and collaborative. I’m passionate about arming clients with knowledge and helping them feel secure in their financial decisions. An example I can give is trying to get clients as enthusiastic about pensions as I am!
Every client is unique and every client’s financial journey is different which keeps what I do interesting. The successes that my clients enjoy due to the work we’ve done together is extremely fulfilling.
Westminster Wealth Management LLP is a privately owned, London-based independent financial advisory group, providing expert financial advice to a wide range of clients. We oversee over £1 Billion of assets.
Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets.
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