0203 551 0160
Based in Marylebone
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FCA status: Certified by Firm
Russell is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Russell's status
Last checked: 03 April 2025
Russell is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Russell's status
Recent Client Reviews
Russell has not received any client reviews in the past 12 months
Russell has not received any reviews in the last 12 months
Russell has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 03 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
9
Qualifications Uploaded
Russell has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Russell has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Russell has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Russell has provided information on their typical fees
Russell has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Russell (based on 10 first impressions)
80% of users who are not yet clients had a positive first experience with Russell
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Russell (based on 10 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Russell is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Russell's status
Last checked: 03 April 2025
Russell is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Russell's status
Recent Client Reviews
Russell has not received any client reviews in the past 12 months
Russell has not received any reviews in the last 12 months
Russell has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 03 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
9
Qualifications Uploaded
Russell has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 qualification certificates available to view
Russell has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Russell has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Russell has provided information on their typical fees
Russell has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Russell (based on 10 first impressions)
80% of users who are not yet clients had a positive first experience with Russell
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Russell (based on 10 first impressions)
Chartered Financial Planner (Chartered Fellow of the CII & CISI) and Senior Partner at AES International, serving clients with over £500,000 in investable assets with a specialist area of expertise in Family Investment Companies. I specialise in guiding both UK residents and international clients in navigating their financial futures. With a deep expertise in multi-generational family wealth and succession planning, I have a proven track record in elevating the financial positions of senior executives, ensuring a legacy of financial security for generations to come. As your dedicated financial partner, my approach involves: * Personalised Financial Mapping: Tailoring strategies to uniquely fit your financial goals. * Client-Centric Commitment: Building lasting relationships as your trusted adviser, ensuring that your needs are always prioritised. * Focused Expertise: Specialising in three primary areas — wealth enhancement, wealth protection, and wealth transfer. By collaborating with me, clients benefit from: * Expertise in optimising multi-generational family wealth and succession planning. * Proven strategies for boosting investment returns. * Efficient consolidation and integration of global assets and investments. * Strategic utilisation of international pension arrangements. * Effective strategies to minimise tax burdens, especially concerning Inheritance Tax and Capital Gains Tax. Ready to sculpt your financial future? Reach out to me for a complimentary initial consultation and let's embark on this journey together. We regret that we cannot offer advice to residents of the USA.
Offers available through VouchedFor
Contact Russell through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Russell's clients
Based on responses provided by clients who have reviewed this adviser
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