“It is incredibly rewarding to see your client’s financial aspirations and objectives become a reality because of your planning skills and expertise. It is all about looking after them and their families over multiple generations, becoming their trusted advisor over several years, if not decades.”
- Locations
- London, City
Ammo is a Financial Planner and Divisional Director in our London office. In 2024, he took on the Financial Planning leadership role in London and the South-East regions.
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 with solicitors in the Court of Protection and family law space and prides himself on the personal relationships he builds with clients and their families.
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.