Private Client Consultancy
Jeff White ACSI is a seasoned financial advisor currently serving at Alexander Peter Wealth Management since April 2021, specializing in tax-led financial advice for the UK community in their adopted countries. Prior experience includes a Director role at BM Administration Services Ltd from May 2010 to April 2021, as well as a brief position as a Personal Trainer at Fitness First in 2014. Jeff White also worked as a Financial Planner at Danske Bank from June 2007 to May 2010 and served as a Client Relationship Manager at Santander UK Corporate & Commercial from May 1996 to June 2006, focusing on financial advisory and wealth management. Educational qualifications include an Investment Advice Diploma Level 4 (ACSI) from The Chartered Institute for Securities & Investment and a Certificate in Financial Planning from the Chartered Institute of Banking, among other credentials.
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Private Client Consultancy
Our head office is located in Mijas Costa, Spain with subsidiary offices in Tavira & Lisbon, Portugal also Geneva, Switzerland. At Private Client Consultancy, we excel at first class solutions while delivering absolute returns for our clients which leads to vastly improving their financial situation. We are always looking for dedicated professionals to join us. If you are an IFA looking for your next challenge, you can get in touch with us at info@pccwealth.com. If you are an IFA looking to service your UK clients abroad, please get in touch with us at PCC Wealth Network by emailing mark.hopcroft@pccwealth.com. Private Client Consultancy is a trading name of Efficient Frontiers SL, whose registered address is Calle Jardin Botanico, 23/24, La Cala de Mijas, Mijas Costa 29649, with CIF B42839589, authorised by the DireccionGeneral de Seguros y Fondos de Pensiones No J-3930, holding obligatory Professional Indemnity Insurance with AIG Europe for the regulated activity, and with sufficient financial capacity in accordance with the law. And is licensed to operate in Spain under the freedom of services provision. It is also licensed to operate in Austria | Belgium | Bulgaria | Croatia | Cyprus | Czech Rep | Denmark | Estonia | Finland | France | Germany | Greece |Ireland | Italy | Latvia | Lithuania | Luxembourg | Malta | Norway | Poland | Portugal | Romania | Slovakia | Slovenia | Sweden | and the Netherlands, under the freedom of services provision. Private Client Consultancy (a trading name of Efficient Frontiers SL) acts as an Introducer to AQA Capital Ltd. Mr. Andrew Oliver, who forms part of the PCC Group, acts as Investment Committee Member with AQA Capital. In his role as Investment Committee member with AQA Capital, Mr. Oliver is involved in portfolio management function. AQA Capital is authorised and regulated by the Maltese Financial Services Authority ("MFSA") with registration number C 70143. AQA is authorised as a UCITS and AIF management company ...