Audrey Flynn
Head of EMEA & USA
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Audrey Flynn
With over 20 years of financial planning and wealth management experience, Audrey has a first-hand understanding of the opportunities and challenges which are an intrinsic part of expat life, relocating with her family in 2014 to Switzerland, and becoming Forth Capital’s Head of EMEA and USA in our Geneva office.
Audrey is a member of the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI).
⠀
QUALIFICATIONS
- International Certificate in Wealth and Investment Management
- UK Financial Regulations (IOC)
- Financial Planning Certificate
- Diploma in Finance
- QFA designation, National University of Ireland
Position
Head of EMEA & USA
Office
Geneva
Practice Areas
- Inheritance Tax Planning
- Estate Planning
- Portfolio Management
- Investment Planning
- Pension Planning
- UK Wills
- Trusts
GENEVA ADVISORY TEAM
-
Jamie Tulip
International Financial PlannerRobert Harris
Partner & Head of Geneva
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