Gene Linetsky

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My profile

With over 20 years’ experience working in the financial industry at top investment banks, I’ve had the privilege of advising affluent clients on complex financial matters and investments. A significant portion of my clients also work in the financial sector.

My primary objective is to gain a comprehensive understanding of your goals, aspirations, and priorities, and to align your financial strategies with your desired achievements.

I can help you with:

Diploma in Regulated Financial Planning (DipPFS Level 4)

Chartered Insurance Institute – Certificate in Mortgage Advice (Level 3)

MBA (Finance and Accounting)

BA Computer Science

To begin our journey together, I would love to get to know you better and understand your unique financial situation, preferences, and objectives. Whether your goals are short-term, intermediate, or long-term, I am here to listen and guide you.

Using advanced cashflow modelling software, we can explore various suitable options and carefully review the potential outcomes. I will then provide you with a comprehensive analysis of the benefits and risks associated with each alternative. Once you are comfortable and satisfied, we can proceed to establish the final plan that best aligns with your needs and aspirations. I am committed to ensuring a friendly and professional experience throughout this process.

Your home may be repossessed if you do not keep up repayments on your mortgage. There will be a fee for mortgage advice which will depend on the amount you are looking to borrow, your requirements and circumstances.

Past performance is no guarantee of future returns and the value of investments and the income they produce can fall as well as rise. You may not get back your original investment and you may lose all your investment.

Accessing pension benefits early may affect levels of retirement income and is not suitable for everyone. You should get advice to understand your options at retirement.

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