Bio: Co-Founder, AI Wealth Partners | Helping Wealth Managers & Mortgage Brokers Scale with AI & Automation | HNW & UHNW Client Attraction & AI Specialist

Bio: ♥ 𝗦𝗺𝗮𝗹𝗹-𝘁𝗼𝘄𝗻 𝗠𝗼𝗺 𝗼𝗳 𝟮 & 𝗙𝗼𝘂𝗻𝗱𝗲𝗿 𝗼𝗳 #𝗕𝗶𝘇𝗦𝗶𝘀𝘁𝗲𝗿 𝑺𝒊𝒔𝒕𝒆𝒓𝒉𝒐𝒐𝒅 𝐨𝐟 𝑺𝒎𝒂𝒍𝒍 𝑩𝒖𝒔𝒊𝒏𝒆𝒔𝒔

Bio: UK private client tax specialist. Restructuring, share schemes, IHT and succession, business sales. CTA-qualified, ex-Grant Thornton.

Bio: Financial Adviser and estate planner within the UK with over a decade of experience.