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My current role focuses on expanding a well established wholistic financial advice and corporate and personal pension solutions proposition for Alexander Forbes Channel Islands Limited (AFCI), trading as Alexander Forbes Offshore (AFO). AFO is based in Jersey and is 100% owned by Alexander Forbes Group South Africa. We have been the Jersey presence for Channel Island employers and employees since 1975 and are regulated by the Jersey Financial Services Commission, registered number 9596. Our team helps clients create, grow and protect their financial well-being throughout their careers and into retirement. We do this through an extensive range of pension, investment and employee benefit solutions. Our core business is administering local and international corporate pension funds, savings and investments, as well as providing risk (insurance) services. We also operate our own Jersey-approved personal and group pension funds, including the Alexander Forbes International Personal Pension Plan.

I believe in building exceptionally strong, trusted and lasting relationships with all the clients, colleagues, peers and professionals in my network. I value your connection and have listed a few interests, skills and networks below which I would be delighted to offer up as we grow and develop our professional connection:

Specialist Skills, Qualifications & Professional Memberships:
• Charted Financial Planner (APFS) – RDR Level 6 Qualified
• Certified Financial Planner (CFP®) – Advanced Investments & Portfolio Management
• FAIS Level 1 Key Representative Regulatory Exam (South Africa)
• Member of the Society for Trust and Estate Practitioners – STEP Affiliate
• Member of the Chartered Institute for Securities & Investment – MCSI – 215533
• Member of the Personal Finance Society – APFS – 001596198K
• Member of the Financial Planning Institute of Southern Africa (FPI) – 200707520
• MSc International Financial Services (By Research) – Distinction
• Bachelor of Commerce with Hon

I have been in the Industry since 1986- I have seen many changes and assisted the industry in noticing the positive effect on compound interest when fees are removed upfront.
It is my fiduciary responsibility always to ensure that I manage to reduce my clients’ costs and manage their portfolios accordingly.
Thank you

Fiduciary Specialist for the Standard Bank Group, providing high level advice to clients and planners on bespoke estate planning needs, drafting of wills, trusts and fiduciary service products

Financial Planner representing an Independent Financial Services Provider.Estate PlanningRetirement PlanningInvestment PlanningMedical AidEmployee Benefits Pension Provident Funds