I’ve been working as a financial advisor in Newcastle for many years. But over these years, I didn’t manage to find something that would be more motivational than clients who make their money work and bring additional gains.
Author PrimeXBT Copy-Trading project and financial expert
- IG Group Holdings plc – March 2003 to April 2009
- Investec plc – April 2009 to June 2015
- HICL Infrastructure plc – June 2015 to January 2019
- PrimeXBT LTD – January 2019 to Current
Bachelor of Science
I understood that financial advising will become my passion for the rest of my life while taking a special finance course at Newcastle University. Around 20 years have already passed since my graduation, and this time was enough for me to gather an enthusiastic team of professionals and develop an efficient process that ensures the best results for my clients. Despite our great experience, we will not stop – we will always try to gain more in-depth knowledge of investments and financial markets. I believe that this commitment is the reason I have earned the AAMS® and CFP® professional designations.
My team isn’t focused on a particular group of clients – we serve both large corporations and small business owners. According to our estimations, our average client has over $500,000 in investable assets. We help them to meet their investment goals by paying a lot of attention to proactive analyses of the fundamentals of companies and finding the ones that will facilitate the growth of our client’s wealth. Watching how our clients take their gains is a sheer pleasure for my dedicated team!
We provide our financial advising services not only in Newcastle but across the UK. Every client can count on the same level of assistance and support regardless of their place of residents. Over the passing 10 years of working in a team, we’ve managed to build an efficient system of customer support, which helps us to achieve results in long-term ventures and remain friends with our clients afterward.
As an individual, I like taking part in promising projects myself. My spouse Andrea and two sons, Owen and Ian are the people who motivate me to discover interesting projects in permaculture gardening. Also, I take an active part in my life of my here, in Newcastle.