Bristol, United Kingdom
National Sales Director at Bristol &West Financial Services Ltd
Financial Services
Education
Bucklers mead 1972 — 1975
Grass royal 1970 — 1972
Experience
Bristol &West Financial Services Ltd 2014 - Present
Henry Clifton Ltd 2013 - 2014
Ashley Law Bristol January 2010 - March 2013
Ashley Law Bristol January 2010 - March 2013
Edward Jones January 2009 - November 2009
Allen Harris November 2003 - October 2008
AMP 1995 - 1998
Taylors Estate Agents 1990 - 1995
Allied dunbar 1988 - 1990
Skills
Risk Management, Financial Analysis, Strategic Financial..., High Net Worth..., Financial Advisory, Banking, Inheritance Tax Planning, Loans, Retirement, Investment Management, Small Business, Finance, Income Protection, Retirement Planning, Insurance, Term Life Insurance, Long-term Care, Portfolio Management, Life Insurance, Commercial Lending, Project Management, Pensions, Critical Illness, Fixed Annuities, Wealth Management, Wealth, Asset Management, Strategic Planning, Wealth Management..., Mortgage Marketing, Personal Finance, Wealth Accumulation, Investments, Mortgage Lending, Estate Planning, Relationship Management, Customer Service, Mutual Funds, Residential Mortgages, Asset Allocation, Protection, Investment Strategies, Alternative Investments, Business Analysis, Financial Planners, Bonds, Financial Services, Investment Advisory, Financial Risk, Savings