Alefa Bwalya
Director Owner @Bainlye Drake Wealth
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WORK HISTORY
Director Owner @Bainlye Drake Wealth
Essex, GB
Bainlye Drake Wealth is an innovative, fresh, Wealth Manager providing inspired financial planning solutions to our clients.We provide financial planning and investment portfolio management to retail and corporate clients. The solutions we recommend are tailored to our clients\' specific circumstances with our specialist advisers working to ensure our clients’ needs are met and expectations surpassed.The Bainlye Drake ethos is simple. Offering quality, face-to-face wealth management advice and a commitment to building trusted and enduring relationships with our clients. We work with you to help you achieve your financial goals.
EDUCATION
Loughborough University
Bachelor of Science (Hons), Economics and Accounting
Institute of Financial Services
DipFA, Diploma for Financial Advisers
Anglia Ruskin University
Master of Science (MSc), Accounting and Financial Analysis
SKILLS
ABOUT ALEFA BWALYA
With a Bachelor\'s Degree in Economics and Accounting, a Master\'s Degree in Accounting and Financial Analysis, and Chartered Financial Planner status, I bring a wealth of academic expertise to the financial services world as well as over a decade of experience helping 500+ business owners and families. At Bainlye Drake Wealth, we believe that great conversations are the foundation of great financial planning. That\'s why we are committed to putting our clients at the heart of everything we do, so we can understand your unique needs and goals. By combining financial coaching with lifestyle financial planning, we develop practical solutions designed to help you achieve your objectives and create a sustainable future. Let\'s start a conversation about your financial goals today.Reach out here: https://link.active-crm.co.uk/widget/booking/7u5edHhcdG1xRxjQQJfq
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