Associate Director
Ally provides international wealth planning, tax efficient investment structuring and consolidated wealth reporting to International and UK clients.
He specialises in areas including cross border financial advice, tax optimisation on investments, lifetime and retirement planning. This includes managing clients investment assets within Switzerland, Luxembourg, USA, Guernsey and the UK.
During the last decade, Ally has developed his professional passion by building and delivering tailored planning solutions. This allows his clients to meet their long-term financial objectives whilst taking into account the ever changing broader macro environment and relevant tax regimes. Prior to joining London & Capital in 2019, Ally spent several years at the UK’s largest wealth manager focusing on lifetime planning.
Ally is a Chartered Fellow of the Chartered Institute for Securities and Investment. He holds the Pension Transfers and Planning Advice Certificate and has been awarded the Diploma for Financial Advisors from the London Institute of Banking and Finance. Ally is also a dedicated champion on London & Capital Vulnerable client committee.
Outside of work Ally enjoys spending time with his wife, daughter, wider family and friends.