Gene Linetsky

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My profile

“Take control of your finances to build the future you would like”

I have spent over 20 years working at top investments banks, advising wealthy individuals on complex financial matters and strategies. Many of my clients also work in the financial sector.

As a new client, I first learn about your personal goals and aspirations. It’s key to understanding what’s important to you before we talk money. Your money should fit around what you want to achieve, and not the other way around.

I can help you with:

I worked in the technology sector for ten years. After getting my MBA, I spent 30 years in finance advising Ultra HNW clients and institutions at UBS, Merrill Lynch, and RBS on complex financial investments and derivatives.

Outside of work, I have an interest in computing and residential renovations. I enjoy reading historical non-fiction, baking, swimming, and listening to classical music and opera.

I begin by getting to know you really well, learning about your financial situation, preferences, and aims – for the short, intermediate and long-term.

Once I get the big picture, I will suggest a number of suitable options and we can review each outcome using the cash flow modelling software. I will explain to you the benefits and risks of each alternative in simple and clear terms.

Based on your feedback, we can establish the final plan.

CII – Diploma in Regulated Financial Planning (DipPFS Level 4)

CII – Certificate in Mortgage Advice (Level 3)

MBA (Finance and Accounting)

The value of your investment can go down as well as up and you may not get back the full amount invested.

The Financial Conduct Authority does not regulate taxation and trust advice.

A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken.

Pension savings are at risk of being eroded by inflation.

Your home may be repossessed if you do not keep up the repayments on your mortgage.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.