Brian Dudley

Brian Dudley

Managing Director, Premier Global Consulting

Philippines Financial Advisory for Expatriates
 

Currently employed at Premier Global Consulting

Previous: AFFINITY FINANCIAL CONSULTING PTE LTD, LAWRENCE FINANCIAL SERVICES LTD, CAMPBELL FISK AND PARTNERS LTD, BMA SERVICES, LLOYDS BANK PLC, NATIONAL WESTMINSTER BANK

 

Previous: Singapore College Of Insurance, Chartered Insurance Institute, Chartered Institute Of Banking

 

    Summary

    I develop bespoke, pragmatic finance solutions for Philippines-based expatriates. All too often, people do not attend to their wealth management through practical, rational planning and disciplined execution. My mission is to provide my clients with the best market intelligence and strategic insight; help them make the smartest possible financial decisions; execute on those decisions to reach their goals. With a financial services career spanning three countries and over a decade of experience, I specialize in wealth management across the spectrum of concentrations including: Financial Planning for Individuals and Businesses Asset Growth Strategies Savings & Investment Tax Strategies Succession & Estate Planning Onshore & Offshore Trusts Offshore Incorporation Employee benefits I hold a Degree Diploma from the Chartered Insurance Institute (CII) UK in financial planning specializing in UK taxation & trusts and pensions. While working in Singapore, I received financial planning qualifications at the Singapore College of Insurance (SCI). Before staring my own wealth management company, Premier Global Consulting, I worked with Lloyds TSB and British Medical Association (financial services division) as well as the independent financial advisory, Campbell Fisk & Partners. Premier Global Consulting, a Manila-based GlobalNet affiliate, offers a broad range of financial advisory services for expatriates residing in the Philippines.

Experiences

 

Managing Director

At Premier Global Consulting

From June 2014 to Present
* Inheritance tax advice in both the Philippines and Overseas. ; * Taxation planning advice. * Overseas and UK Pension transfer specialist.
 

Financial Advisor

At AFFINITY FINANCIAL CONSULTING PTE LTD

From March 2010 to December 2011
* Advice in offshore savings and investments. * Tax planning advice. * Pension transfer advice.
 

Associate Director

At LAWRENCE FINANCIAL SERVICES LTD

From January 2002 to January 2010
* Giving independent financial advice to personal and corporate clients. ; * Advising on all aspects of employee benefits, with good experience in occupational pensions. ; * Also specialising in investments, taxation and inheritance tax planning. ; * Maintaining and development of...
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Financial Adviser

At CAMPBELL FISK AND PARTNERS LTD

From December 1999 to January 2002
* Giving independent financial advice to personal and corporate clients. Advising on employee benefits. ; * Maintaining and developing professional connections. ; * Developing existing client base.
 

Financial Planning Consultant

At BMA SERVICES

From February 1999 to December 1999
* Giving independent financial advice on various financial products offered by different insurance and investment companies. Developing and creating financial planning for life for doctors. ; * Business generation and development within the NHS doctors market. ; * Presenting to clients...
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Financial Consultant

At LLOYDS BANK PLC

From April 1996 to February 1999
Business development of 2 Lloyds Bank Branches. This involved: * Giving financial advice on Black Horse Financial Services' and Lloyds Bank's extensive product range to the corporate market. This includes areas such as pensions, mortgages, income protection, savings and investments. ; * ...
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Origination Technician

At NATIONAL WESTMINSTER BANK

From August 1985 to April 1996
Stationery & Printing Dept, London Origination Technician. This involved:
 

Chartered Institute Of Banking, London

Diploma, Chartered Institute of Banking

From January 1990 to December 1994
Certificate in Mortgage Advice and Practice (Ce MAP) (CIB) CSE Certificates in Maths, English, Computer Science, Electronics, Physics and Social Studies.

Skills

 
  • Business Development
  • Compensation and Benefits
  • Financial Advisement
  • Independent Financial Advisement
  • Tax Planning
  • Taxation
  • Trusts & Estates