Stuart Holmes
Angestellt, Area Manager - Sydney, deVere Group
Sydney, Australien
Werdegang
Berufserfahrung von Stuart Holmes
Bis heute 9 Jahre und 5 Monate, seit Jan. 2015
Area Manager - Sydney
deVere Group
Bis heute 12 Jahre und 5 Monate, seit Jan. 2012
Head of Zurich - Managing Partner at deVere Group
deVere Group
As the Managing Partner for the deVere Group based in Zurich, Switzerland, I specialise in Personal Financial Planning, Investments and Portfolio Management for expatriates and international clients alike, with an emphasis on Frozen Pension Transfers from the UK and across Europe through QROPS and EURBS. Answering questions and finding simple solutions to the problems such as: • What is a QROPS? • What is a EURBS? • How do I transfer my UK Pension? • How do I set up a Private Pension? • How do get
4 Jahre und 1 Monat, Jan. 2008 - Jan. 2012
Senior Partner
deVere Group
Working as the Senior Consultant for the deVere Group based in Geneva, Switzerland. I helped expatriate families with securing their financial futures through QROPS, Retirement & University Education Planning, along with maximising the tax efficiency and performance of their existing assets.
1 Jahr und 1 Monat, Jan. 2007 - Jan. 2008
Partner
deVere Group
Priority based Independent Financial advice working with both private individuals and families alike. Concentrating on tax efficient retirement planning and general savings and investments.
2 Jahre und 1 Monat, Jan. 2001 - Jan. 2003
Senior Manager
Treibacher Industrie AG
Ausbildung von Stuart Holmes
Worthing Sixth Form College
University of Exeter
ACSM
Sprachen
Englisch
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