Giulia Mottarella
Paraplanner at Shackleton - Britain S Financial Adviser
Based in London, United Kingdom
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Seniority
Staff
Department
Finance & Accounting
Location
London
Industry
Financial Services
Company size
203
Contact information
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g•••••••@shackletonadvisers.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Giulia Mottarella
Our Services Wealth Planning Advice: •Advice for business owners - pre-sale tax planning and post-sale wealth management strategies • Wealth planning advice for key executives • Advice for UK resident non-doms • GP co-investment solutions for PE professionals • Tax planning and wealth structuring • Pension consulting including pension reviews • Estate and succession planning • Inheritance Tax planning • High net worth specialised insurance solutions • Sophisticated gifting strategies aiming to accomplish estate and charitable goals Investment Strategy and Advice: • Portfolio construction and asset allocation • Investment manager selection and oversight • Customised portfolio strategies for unique client needs • Discretionary share dealing service
Decision-makers
Other people at Shackleton - Britain S Financial Adviser
- MUDirector
Michael Usher
Head of Pk Wealth & CIO (Trading as Shackleton Group) · Finance & Accounting
- JWStaff
Jeremy Watson
Independent Financial Adviser · Finance & Accounting
- BCDirector
Ben Clapham
Regional Director · General Business & Management
- HKOther
Hiral Khatri
Shackleton - Britain s Financial Adviser · Other
- JDManager
Jenna Duffett
Chartered Financial Planner · Finance & Accounting
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