YOUR TEAM COORDINATOR

Jon Golding
Locations: United Kingdom and Caribbean

Jon has been advising entrepreneurs, global families and
business owners in the UK and abroad for most of his career.
He differs from most other advisors by helping clients deal
with their liabilities as well as their assets.  He also advises
on protection from ID theft and on recovering lost assets
through investment scams. Nowadays he advises banks and
financial institutions on gaining and retaining clients through
effective marketing and business systems.

From 1975-1979 he was Regional Manager for the Qatari
private investment bank owned by members of the ruling
Al-Thani family with clients in the Middle East, Africa, India
and Far East.  He then became CEO of a fee-based wealth
management & business consultancy in London for over
20 years with offices in Jersey, Channel Islands; Altanta,
Georgia and New Delhi, India. From 2002 - 2005 he develo-
ped the Wealth Management division for RBTT Financial
Group, the largest financial conglomerate in the Caribbean
(now part of the Royal Bank of Canada Group).

In 2006 he formed Golding Consulting Limited in Trinidad with
a select group of professionals he had worked with before.
His own portfolio was advising banks, insurance companies
and asset managers on developing their wealth management
businesses. He also advised SMEs how to deal with financial
problems and their sources of credit during economic crisises.

In 2008 he founded the Caribbean Financial Planning Assoc-
iation, a non-profit professional body with a mission to help
Caribbean people become financially self-sufficient; by educ-
ating their professional advisors to advise and coach, not sell
to them.

In 2010 Golding Consulting established a London presence to
respond to the situation in the UK where SMEs were experienc-
ing problems with bank finance and creditor pressure.

NOTE: This website is not aimed at the aforementioned financial
institutions which work strictly on a referral basis.  It is focused
on the global entrepreneur and the expatriate professional, a niche
market underserved by the local institutions who are not geared
up for such specialsed advice and services.  Enquiries are passed
to our team of Consultants who offer a confidential email explor-
atory service after which a fee-engagement can be agreed for
specific advice, reports and services.

YOUR CONSULTANT TEAM

Anthony Granger

BA, BCom, LLB, FILPA, FRSA, ACII, CeMAp, CertPFS, CIP, CFP
Locations: United Kingdom and South Africa

Anthony, a former South African barrister, is a financial services
expert and author.  He has been based in the UK for the past 20
years and has published 14 books on pensions, tax, school fees
planning and trusts.  He is a also regular seminar speaker, trainer
and contributor to the financial press.

He runs his own practice advising financial institutions, business
owners, high net worth individuals and other financial advisors.
He is well respected among his impressive network of solicitors,
accountants, bankers, brokers and asset managers who are
invaluable resources when advising clients.

Prior to the UK, Tony served in the Rhodesian (now Zimbabwean)
CID and Special Branch police service, later honourably discharged
to pursue his law degree. He is well known for producing detailed
financial planning reports for families and business owners covering
all angles to help them save taxes, improve cash flow and increase
their personal and corporate wealth.

Lewis Walker
MBA, CFP, CIMC, CRC
Location: United States

Lewis is recognised as one of the early visionaries and leading
financial planners in the United States.  He is a popular comm-
entator on the financial services industry and publishes a popular
newsletter, the Investment Coach.  He has been an active part-
icipant in the evolution of the US financial planning and life
coaching sectors of that industry over the past 25 years. He is
President of Walker Capital Management Corporation, a fee-based
financial planning firm in Atlanta, Georgia. He works as an invest-
ment advisor, life coach and financial commentator.

Lewis was President then Chairman of the Institute of Certified
Financial Planners, now merged into the Financial Planning Assoc-
iation, the largest association of its kind in the world. He has app-
eared on numerous radio and TV programs, published many articles
in leading financial publications and been a featured speaker at
conferences in several countries. Prior to his financial career Lewis
was a USAF officer (Vietnam 1964).

Simon Paler
BA(Hons), CTA, AMCT, MCFP, FCA
Location: United Kingdom and Caribbean

Simon is an English Chartered Accountant, Chartered Tax Advisor
and the former Executive Director of Ernst & Young Caribbean. His
expertise covers corporate tax structuring, company floatations and
real estate transactions. He worked in the UK for Ernst & Young and
Accenture as a Tax and Management Consultant and also for Laura

Ashley and other firms in mainstream accounting.

His international experience covers assignments in North America,
the EU, Africa, India and the Middle East. From 2003 - 2006 he was
Executive Director or Ernst & Young Caribbean. There he specialised
in transactional advisory work assisting corporate clients in gaining
greater fiscal and financial efficiencies, ensuring more profitable
business outcomes. Before his financial career Simon spent six years
serving in the British Army.

Frank Suess
BA(Finance), MBA
Location: Switzerland

Frank is CEO of BFI Consulting AG in Zurich, a boutique
Swiss financial advisory and asset management company
with expertise in Swiss banking, global investments, insur-
ance, annuities and asset protection.  He has worked as
a Management Consultant with Arthur Andersen and Price
Waterhouse advising international corporations before es-
tablishing BFI. Frank specialises in tailoring strategies for
private clients’ global investment portfolios using Swiss
annuities and Swiss life insurance contracts with individ-
ualised client asset management. This greatly benefits the
clients, their trusts and pension plans in terms of privacy
and stable asset protection.

BFI uses only the top legal and tax experts to ensure 100%
compliance with these bespoke solutions and their long term
robustness.  He is a regular and popular speaker at internat-
ional conferences in several countries and contributor to the
financial press.

Michael Callender
MBA, MCFP
Location: Caribbean

Michael is a professional banker with over 43 years experience
in the Caribbean region. He has held senior management pos-
itions with the Royal Bank of Canada, and its later Caribbean
incarnation, the RBTT Financial Group in six CARICOM jurisdictions.
His experience covers almost every aspect of commercial banking
from corporate finance, product development, audit, compliance,
branch management and marketing to Group policy.

He has served on the board of a Trinidad & Tobago government
small business development and leasing company and is currently
advising the Barbados government on their business incubation
project for local entrepreneurs. Mike has served on the board of
a British Petroleum charity and is well respected for his voluntary
work as a Rotary past President and his continuous support for
his club and the aims of Rotary.

Alexander Buxo
CA(TT), FCCA(UK), MCFP
Location: Caribbean

Alex is the former Chief Financial Officer of AIC Finance Group
and former Treasurer of RBTT Bank Limited (now Royal Bank of
Trinidad & Tobago).  He is an Ernst & Young trained Chartered
Accountant with over 30 years experience in the UK and several
CARICOM countries. His working experience covers corporate
and merchant banking, securities, tax advisory, property devel-
opment, manufacturing and retailing.

At AIC he established the systems of internal control and risk
management. He also set up and ran the Finance and Treasury
functions. At RBTT he managed an investment portfolio of
US$1.5 Billion and ran the foreign exchange dealing room gener-
ating profits in the region of US$10 Million. He also worked with
RBTT Merchant Bank, the largest in the region, and participated
in the underwriting of several significant bond issues for the
Trinidad & Tobago government and other CARICOM governments.
He currently runs his own consultancy providing management
coaching to SMEs, tax and accounting services for companies
and government agencies.  He also advises on mergers & acqui-
sitions, corporate governance and raising finance from local and
foreign sources.

Michael is a Bahamian stockbroker and asset mananger. He
studied psychology in Canada and has worked in the securities
business in the Bahamas for several years. He currently works for
a Swiss asset management company in Nassau managing large
Swiss family portfolios across several different asset classes.

Michael holds a Series 7 stockbroking licence and it registered with
the US securities regulator, FINRA. He is also registered with the
Bahamian Securities Commission. Before his current post he worked
as a securities trader for two international investment compaines in
the Bahamas.

_________________________________________________________________

GOLDING CONSULTING's
Associate Consultants are in:

Canada
Jamaica
Barbados
St Lucia
Grenada
Cayman Islands
Panama
Cyprus

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