A very experienced financial controller having considerable success in advising high net worth individuals and corporate clients on investments. Over 5 years' experience in providing financial services and assisting clients in making informed decisions by showing them various options and helping them to assess the merits of different plans. Possessing in depth knowledge of mortgages, loans, investment strategies and working hard to provide a high-quality, customer-driven and sales-focused service. Having excellent communication skills, able to work in a targeted environment, as an individual and also part of a team, and experienced at working to strict compliance requirements. Currently seeking a financial Manager Planner position.