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Saul holds the Diploma in Financial Planning from the Chartered Insurance Institute. In addition, Saul holds the Accounting Foundation Certificate and the Statistical Analysis Certificate from the Financial Times.
Having previously worked in the USA, Saul has been practising as a financial adviser in the UK for the last 14 years and previously advised clients at Lloyds, HSBC and most recently the NatWest Bank. Saul became an independent financial adviser when he joined the Throgmorton Team.
Having worked with some of the World's largest financial institutions, Saul has extensive knowledge of both personal and corporate financial planning. In the Corporate Sector he specialised in risk management, profit extraction and developing tax efficient strategies. For personal clients Saul has wealth management experience, including Inheritance Tax mitigation, retirement planning and investment advice.
Saul is happily married and enjoys travelling throughout Europe. He has an interest in architecture and enjoys participating in restoring historic buildings.
Email: sj.londoncity@throgmortonltd.co.uk
Phone: 0800 0321419