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Brian Dudley

Investment and wealth management expert, supported by over 22 years’ experience and qualified in the UK to degree level in financial and wealth management. Proven success in delivering a high-quality service to both corporate and individuals clients, obtaining excellent results in all aspects of financial planning and wealth management. I take pride in establishing and retaining successful business relationships.

 

PROFESSIONAL EXPERIENCE

PREMIER GLOBAL CONSULTING LTD.

Senior Consultant. This involves:
  • Inheritance/estate tax planning.
  • Financial Planning.
  • Wealth and Investment advice and management.
  • Uk to offshore Pension transfer specialist.
  • Company management.

SINCLAIR JAMES INTERNATIONAL CORP.

Financial Consultant. This involves:
  • Estate tax advice in both the Philippines and Overseas.
  • Financial Planning.
  • Investment Advice.
  • Pension Specialist.

AFFINITY FINANCIAL CONSULTING PTE LTD

Financial Consultant. This involves:
  • Inheritance/estate tax planning.
  • Financial Planning.
  • Wealth and Investment advice and management.
  • Uk to offshore Pension transfer specialist.

LAWRENCE FINANCIAL SERVICES LTD

Associate Director. This involves:
  • Giving independent financial advice to personal and corporate clients.
  • Advising on all aspects of employee benefits, including occupational and personal pensions.
  • Also specialising in investments, taxation and inheritance tax planning.
  • Maintaining and development of existing clients and professional connections.
  • Staff management and business/technology development

CAMPBELL FISK AND PARTNERS LTD

Financial Adviser. This involved:
  • Giving independent financial advice to personal and corporate clients. Advising on employee benefits.
  • Maintaining and developing professional connections.
  • Developing existing client base.

BMA SERVICES

Financial Planning Consultant. This involved:
  • Giving independent financial advice on various financial products offered by different insurance and investment companies. Developing and creating financial planning for life for doctors.
  • Business generation and development within the NHS doctors market.
  • Presenting to clients the products, services and benefits of using BMA Services.
  • Existing client base business development.

LLOYDS BANK PLC, Yorkshire

Financial Consultant: This involved:
  • Giving financial advice on Black Horse Financial Services’ and Lloyds Bank’s extensive product range to the corporate market. This includes areas such as pensions, mortgages, income protection, savings and investments.
  • Maintaining on-going relationship with existing clients to ensure financial advice is current and appropriate.
  • Training and development of Branch staff in being more customer focused and enhancing their sales skills.

CO-OPERATIVE INSURANCE SERVICES

Croydon, Surrey
Financial Consultant: This involved:
  • Advising on the products and services of the Co-operative Insurance Services.
  • Maintaining administrative and accounting records for client base.

NATIONAL WESTMINSTER BANK

Stationery & Printing Dept, London
Origination Technician.
 

QUALIFICATIONS

Diploma Financial Planning (CII)

Certificate in Financial Planning (CII)

Certificate in Mortgage Advice and Practice (Ce MAP) (CIB)

M5-Rules & Regulations for Financial Advisory (SCI)

M8-Collective Investment Schemes (SCI)

M9-Life Assurance & Investment linked Policies (SCI)

SCI Singapore College of Insurance

CII Chartered Insurance Institute (UK)

CIB Chartered Institute of Banking (UK)

 

Contact

Address

2/F Sol Y Mar Bldg.
Rizal Boulevard
Dumaguete City,
Philippines

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