Stourbridge, West Midlands, United Kingdom
Experienced Wealth Manager and Financial Planner specialising in Investments and Pensions
Financial Services
Education
Halesowen College 1986 — 1987
Diploma in Business Studies
Leasowes High School 1983 — 1986
Experience
Bayliss & Co Wealth Management February 2012 - Present
Skandia January 2000 - February 2010
Skandia September 1987 - December 1999
Skills
Investment Strategies, Asset Management, Wealth, Risk Management, Business, Retirement, Investment Management, SIPP, Investment Advisory, Mutual Funds, Pension Funds, New Business Development, Savings, Protection, Critical Illness, Fixed Annuities, Trusts, Inheritance Tax Planning, Funding, Asset Allocation, General Insurance, Financial Planners, Unit Trusts, Investments, Strategy, Income Protection, Management, Small Business, Finance, Relationship Management, Business Strategy, Strategic Financial..., Wealth Management..., Alternative Investments, Financial Risk, Financial Services, Financial Advisory, Banking, Offshore Investments, Long-term Care, Life Insurance, Business Planning, Portfolio Management, Retirement Planning, High Net Worth..., Asset Managment, Wealth Management, Business Development, Estate Planning, Employee Benefits