Louis-Rhys Harvey DipFA CeMAP
Chelmsford, Essex, United Kingdom
Senior Wealth Planner
Financial Services
Education
St Peter's High School, Burnham on Crouch, Essex 1998 — 2003
Experience
Holkham Chase Wealth Management July 2012 - September 2015
Charles Derby Financial Services May 2011 - May 2012
Carrington Carr Home Finance January 2011 - April 2011
Integra Finance February 2010 - December 2010
Nationwide Building Society February 2007 - October 2007
Nationwide Building Society August 2006 - February 2007
Aspect Contracts August 2003 - August 2006
Skills
General Insurance, Estate Planning, Trusts, Investments, Income Protection, Private Banking, Cross Selling, Long-term Care, Retirement Savings, Mortgage Lending, Insurance, Mortgage Marketing, Retirement, Pensions, High Net Worth..., Term Life Insurance, Wealth Management, Sales Management, Personal Financial..., Wealth, Financial Advisory, Finance, Investment Management, Life Insurance, SIPP, Management, Retail Banking, Entrepreneurship, Asset Allocation, Holistic Financial..., Wealth Management..., Sales, Retirement Planning, Strategic Financial..., Financial Services, Inheritance Tax Planning, Banking, Project Management, Critical Illness, Investment Strategies, Portfolio Management, Wealth Accumulation, Fixed Annuities, Business Planning, Protection, Savings, Residential Mortgages, Investment Advisory, Training, Relationship Management