Brad Arntzen
Financial Adviser (Cas) @Absolute Financial Management Ltd
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WORK HISTORY
Financial Adviser (Cas) @Absolute Financial Management Ltd
Frimley, GB
Manage a portfolio of 90 households with total assets under management (AUM) of £30M and an average client portfolio value of £300k. Deliver holistic, independent financial advice, conducting annual reviews and ad-hoc meetings to address complex objectives in investments, pensions, protection, and inheritance tax (IHT) planning. Develop and implement tailored investment strategies aligned with clients\' goals, risk profiles, and circumstances.Key Contributions: Achieved 100% client retention for all 90 households following the previous adviser\'s departure, successfully rebuilding and strengthening strained relationships. Grew the client base by onboarding 8 new households, adding £1.5M in new AUM to a predominantly decumulation-focused portfolio. Cultivated strong, trusted relationships with high-net-worth (HNW) clients, supporting them in achieving their long-term financial objectives through personalised planning.
EDUCATION
Stellenbosch University
BAgricAdmin Hons, Agricultural Economics
Maritzburg College
High School
Stellenbosch University
BAgric Admin (Agricultural Business Management), Agricultural Economics
SKILLS
ABOUT BRAD ARNTZEN
I am dedicated to helping my clients work towards their financial goals by implementing financial strategies aligned with their level of risk and ensuring the strategy remains aligned with changing circumstances.
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