Overview & Experience
Louise is a highly experienced Wealth Manager and Holistic Financial Planner, advising clients both in the UK and internationally. With over 30 years in financial services, she brings a deep and practical understanding of the global financial landscape, offering bespoke advice to individuals, families, and businesses across jurisdictions.
Her background includes senior roles in management and investment banking, operational risk, internal audit controls, and financial analysis.
Louise specialises in comprehensive financial planning, including pensions, investments, mortgages, tax efficiency, inheritance planning, protection strategies, and group benefit schemes. Based in the UAE and UK-regulated, she is uniquely positioned to support both domestic and internationally mobile clients with holistic, cross-border advice.
Qualifications & Accreditations
- Level 4 Diploma in Regulated Financial Planning
- EFPA European Financial Advisor (EFA)
- Financial Planning Certificate
- CeMAP (Certificate in Mortgage Advice and Practice)
- Certificate in Insurance
- Regulated Financial Planning exams: R01, R02, R06
- Advanced training in tax and estate planning