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Vallance Wilkinson

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Vall has more than 30 years of experience in financial services, advising clients across multiple international jurisdictions. He has held senior and executive roles throughout his career, developing particular expertise in cross-border financial planning and meeting the needs of globally mobile clients.

Most recently, Vall worked at a UK asset management firm, specialising in supporting US citizens living overseas with international investing. He was a participating member of the Investment Committee and contributed to the growth and development of its Chartered Wealth Management business, which achieved CEFEX and B-CORP certification.

Vall is committed to helping clients make informed financial decisions and achieve their long-term goals, while providing an enjoyable investment experience.