Pedro Bonillo-Farias DipFA
Bristol, United Kingdom
Director of PBF Wealth Management Ltd, Associate Partner Practice of St. James's Place Wealth Management
Financial Services
Education
IFS 2012 — 2012
Diploma for Financial Advisers, Diploma for Financial Advisers
Universidad Nueva Esparta 1994 — 2000
Business Studies & Management BA, Major
Experience
PBF Wealth Management Ltd., Associate partner practice of St. James’s Place Wealth Management December 2013 - Present
Nationwide Building Society August 2011 - December 2013
NatWest Bank North Somerset May 2009 - August 2011
NatWest Bristol City Office 2007 - 2008
Skills
Financial Planners, Personal Financial..., Financial Services, Mortgage Banking, Life Insurance, Inheritance Tax Planning, Retail Banking, Stakeholder Management, Banking, Mutual Funds, Savings, Financial Risk, Consumer Lending, Performance Management, Financial Markets, Investment Advisory, Wealth, Estate Planning, Investment Banking, Investments, Income Protection, Retirement, Commercial Banking, Asset Management, Holistic Financial..., Cross Selling, Bancassurance, Residential Mortgages, High Net Worth..., Portfolio Management, Financial Advisory, Wealth Management, Strategic Financial..., Investment Strategies, Credit, Credit Analysis, Mortgage Lending, Retirement Planning, Loans, Wealth Management..., Finance, Pensions, Risk Management, Funding, Relationship Management, Critical Illness, Branch Banking, Insurance, Customer Service, Bonds