Pinner, Greater London, United Kingdom
Managing Director & IFA at Shields Wealth Management Ltd
Financial Services
Education
Finham Park Comprehensive School, Coventry 1985 — 1992
Stivichall Juniors School
Experience
Shields Wealth Management Ltd (Appointed Rep of Vision IFP Ltd) October 2013 - Present
HSBC June 2002 - September 2013
Bristol & West June 2000 - June 2002
HSBC June 1998 - June 2000
Prudential Assurance December 1996 - June 1998
Skills
Estate Planning, Relationship Management, Life Insurance, Financial Goals, Mutual Funds, Bancassurance, Funding, Banking, Mortgage Lending, Equities, Financial Services, Wealth Preservation..., Retirement Planning, Residential Mortgages, Strategic Financial..., Asset Allocation, Term Life Insurance, Portfolio Management, Investments, Protection, Wealth Accumulation..., Credit, High Net Worth..., Wealth Management..., Retail Banking, Financial Planners, Holistic Financial..., Wealth Accumulation, Asset Management, Financial Markets, Investment Management, Critical Illness, Wealth, Retirement, Financial Advisory, Finance, Financial Risk, Income Protection, Pensions, Savings, Structured Products, Loans, Estate Tax Planning, Investment Advisory, Private Banking, Investment Strategies, Inheritance Tax Planning, Bonds, Wealth Management, Personal Financial...