I entered the financial services industry when I joined a major high street bank in July 1979. In August 1986 I became a financial adviser and am pleased to say that I still advise clients that I have known since the late 80's. I am qualified with the Advanced Financial Planning Certificate specialising in Investment Planning, Taxation and Trusts and Retirement Planning. In the late 90's I appeared on satellite television "The Money Channel" as a financial adviser and also on radio with LBC and BBC Radio London. Since I became a Partner Practice of St. James's Place Wealth Management, I have encompassed all aspects of Wealth Management.
Please feel free to contact me for any enquiries with no obligation
Makis practises in the Investment Planning, Personal Protection, Retirement Planning and Mortgage market. Makis has built up a vast experience in these areas during more than 22 years in the Industry, for the most part as a Wealth Manager within Bancassurance. Makis believes his success is down to his ability to convey even the most technical financial solutions to clients in a straight forward and an easy to understand language.
Kemal started his career working for one of the major high street banks, for more than 12 years as a Relationship Business Adviser and Manager. He has subsequently been working within the Financial Sector and Mortgage Industry for more than 14 years and has a great understanding of these sectors. Kemal supports me in all aspects of Mortgages and Protection.
Lyuda is an experienced Mortgage Administrator, who had the benefit of working with one of the leading mortgage lenders. She provides invaluable support to our team in dealing with mortgage applications and ensuring that the cases get processed efficiently. Lyuda is an excellent first point of contact for our clients who want updates on mortgage applications. Apart from her mortgage administration duties Lyuda also acts as George's personal assistant.