Matthew Quinn

As a senior financial adviser working independently in Switzerland, I helped individuals with wealth protection including, saving plans, lump sum investments, education fees planning, inheritance tax planning, retirement planning, overseas pensions & life assurance. This was my first role advising clients directly in a complex and rigorous regulatory environment. I developed significant skills in managing a book of clients as well as the intricacies of the investment plans we offered. My main roles included: - Providing clients with financial advice in areas such as retirement planning, investment planning, UK pension transfers to SIPPs, Life Insurance and Repatriation advice for clients going back to the UK - Continued professional development was big as I needed to teach myself about the services we provided, the product providers we worked with and the fund selection allowed by the firm - Networking & Prospecting was required to generate new clients - Liasing with admin support

As a senior business development manager, my responsibility was to source and interact with individuals who could be in need of our services. This role was my first foray into the world of financial advice and allowed me to quickly learn the products, solutions and strategies required to generate business for the company. Our speciality was dealing with UK expats in Europe, cross-border tax planning, international pension planning including QROPS and inflation proofing a clients savings. Below were some of my key specialities: -Regulated Financial Advice -Retirement Planning -Cash Flow Planning -UK Pension Transfer Specialist - DB, DC, QROPS, SIPP and QNUPS -X-Ray Reviews of Existing Pensions and Investments -Pension Lifetime Allowance Planning -Getting Investments and Pensions Back on Track -Generational Wealth Building -Inheritance Planning -Tax Efficent Solutions for Expats -Financial Planning

The Chartered Institute for Securities & Investment is a leading professional body for securities, investment, wealth and financial planning professionals. The CISI has been dedicated to professionalism since it emerged from the London Stock Exchange in 1992. They encourage all members, and all who strive for the highest professional standards, to stand tall – proud of the values they hold and the work they do each day. Their primary purpose is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behaviour globally to enhance public trust and confidence in financial services. Formed in 1992 by London Stock Exchange practitioners, they now have more than 45,000 members in 104 countries.