Danni Watts-Jones Dip PFS, Cert CII (MP & ER)
Baglan, Neath Port Talbot, United Kingdom
Director at DWJ Wealth Managment Ltd, Partner Practice at St. James's Place Wealth Management
Financial Services
Education
Clydach Junior school
Cwmtawe Comprehensive
Experience
DWJ Wealth Management Ltd May 2015 - Present
Celtic Financial Planning, Partner Practice of St. James's Place Wealth Management February 2011 - December 2014
Celtic Independent October 2001 - February 2011
Prudential Assurance September 1994 - September 2001
Skills
Investments, Budgets, Business Strategy, Strategic Planning, Marketing Strategy, Strategic Financial..., Selling, Wealth, Marketing Communications, Financial Services, Management Consulting, New Business Development, Leadership, Financial Advisory, Team Building, Coaching, Finance, Start-ups, Entrepreneurship, Personal Finance, Wealth Management, Customer Service, Sales Management, Inheritance Tax Planning, Marketing, Retirement Planning, Online Marketing, B2B, Insurance, Small Business, Online Advertising, Change Management, Management, Event Management, Mergers, Income Protection, Banking, Mortgage Lending, Negotiation, Business, Financial Planning, Equity Release, Pensions, Risk Management, Account Management, Strategy, Business Planning, Business Development, Sales, Corporate Finance