Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at info@intellex.com.

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Expert Details

Financial Advice and Planning for Business and Personal High Net Worth Individuals

ID: 729989 United Kingdom

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Expert is recognised as one of the leading independent financial advisers in the UK. He has been in financial services for over 30 years, 25 years as an independent financial adviser. He was one of the first Financial advisers to become chartered and is currently one of only 40 ISO 2222 qualified advisers in the country.

Expert is a Chartered Financial Planner
Expert is a Certified Financial Planner (CFP).
Expert is a Fellow of the Personal Finance Society (FPFS) his examinations including the G60 pension-specialist examination and an A-Day supplement.
Expert has the BSI accreditation ISO 22222.
Expert passed the Pensions Management Institute’s Trustees’ Certificate.

Expert has been highlighted as one of the UK’s leading Fee based advisers by the Financial Times. Expert was a winner of a financial planning contest run by Money Management. Expert has been featured by the Daily Mail as one of the best fee based financial advisers in the UK. Expert is approved by the University Superannuation scheme to advise it's members. Expert is a regular contributor of articles to national newspapers and trade publications and has also undertaken expert witness work in financial planning matters.

Education

Year Degree Subject Institution
Year: 2007 Degree: FPFS Subject: Financial Planning Institution: Chartered Insurance Institiute
Year: 2009 Degree: Chartered Financial Planner Subject: Financial Planning Institution: Chartered Insurance Institiute
Year: 2006 Degree: Certified Financial Planner Subject: Financial Planning Institution: Institute oif Financial Planning
Year: 2009 Degree: BSI ISO 2222 Subject: Financial Planning Institution: Chartered Insurtance Institute and BSI

Work History

Years Employer Title Department
Years: 1989 to Present Employer: Undisclosed Title: Partner Department:
Responsibilities:
Principle of firm.

Additional Experience

Expert Witness Experience
Expert has undertaken extensive expert witness work.
Other Relevant Experience
Expert has a unique client centric approach to his work which means he offers a level of advice and service which (though expensive) is second to none.

Fields of Expertise

financial planning, investment management, portfolio management, retirement planning, estate management, futures (finance), forecasting

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