Christian Ward

Current

• Chartered Financial Planner & Owner at Collins Ward Capital Management Ltd

Past

• Senior Financial Planner at Moore Stephens
• Financial Consultant at Nationwide Building Society

Education

• Roehampton University
• Portsmouth grammar school

Connections

31 connections

Industry

Investment Management

Websites

• My Company
• My Blog

Christian Ward’s Summary

Christian Ward specialises in fee-based wealth management for UK and international private clients.

Working with clients who require expert independent financial advice and investment management delivered in a clear and understandable manner.

Working with other tax and legal professionals to ensure coherent solutions which take into account a client’s tax, legal and financial affairs.

I am looking to build working relationships with other professionals who provide complementary services. I'm particularly interested in establishing links with professionals in the areas of estate planning, inheritance tax mitigation and international wealth management.

Christian Ward’s Specialties:

Investment management, tax structuring and financial planning for high net worth individuals with complex needs.

Estate planning and innovative inheritance tax mitigation solutions including Flexible Reversionary Trusts and Business Property Relief structures.

Christian Ward’s Experience

• Chartered Financial Planner & Owner

  Collins Ward Capital Management Ltd

  (Investment Management industry)

  February 2006 — Present (3 years 11 months)

  Collins Ward Capital Management is a boutique independent wealth management firm, offering integrated fee-based financial planning and investment management services to UK private clients.

• Senior Financial Planner

  Moore Stephens

  (Partnership; 501-1000 employees; Accounting industry)

  July 2001 — February 2006 (4 years 8 months)

  Integrated tax, financial and investment advice to directors, business owners and International private clients.

• Financial Consultant

  Nationwide Building Society

  (Non-Profit; 10,001 or more employees; Financial Services industry)

  August 1998 — May 2001 (2 years 10 months)

  Financial advice to UK private clients

Christian Ward’s Education

• Roehampton University

  Bsc , Sports Science , 1991 — 1994

  Activities and Societies:

  Whitelands College Boat Club

• Portsmouth grammar school

  1983 — 1990

Additional Information

Christian Ward’s Websites:

• My Company
• My Blog

Christian Ward’s Interests:

International Wealth Management, Cricket, Squash, Portuguese and Brazil.

Christian Ward’s Groups:

Institute of Financial Planning, Personal Finance Society, STEP, Ricky Holland Cricket Club

•    Society of Trust & Estate Practitioners
•    Institute Of Financial Planning
•    Babylon Club

Christian Ward’s Honors:

Fellow Personal Finance Society 2004
Chartered Financial Planner 2005
Certified Financial Planner 2006
Money Management Inheritance Tax Financial Planner of the year 2009

Christian Ward’s Contact Settings

Interested In:

• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch