“You are taking away the worry from your clients and it is so rewarding to see your solutions be successful. You see the benefits you bring to their lives. It is all about customer care and service.”
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Ammo is a Financial Planner and Divisional Director in our London office. He provides holistic financial planning strategies to private clients, trusts, solicitors and accountants. He specialises in tax mitigation and optimisation, retirement and estate planning and lifetime cash flow analysis.
He also works in the Court of Protection space and prides himself on the personal relationships he builds with clients and their families. Ammo enjoys the problem-solving aspect of his job, trying to find the answers to his clients’ concerns.
Ammo began his financial services career in 2000 as a Financial Planner at Baigrie Davies before joining AWD Chase de Vere as a Wealth Manager in 2007. He joined RBC Brewin Dolphin in 2009. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is also a Chartered Wealth Manager, a Chartered Fellow of the Chartered Institute for Securities & Investment and has gained the international license as a Certified Financial Planner. Furthermore, he is an affiliate of the Society of Trust and Estate Practitioners.