Taunton, United Kingdom
Independent financial advisor at Chetwood Wealth Management
Financial Services
Education
Bishop Fox's School, Taunton 1978 — 1983
Experience
Chetwood wealth management November 2013 - Present
Axa Wealth May 2001 - May 2013
MGM Assurance August 1997 - May 2001
Skills
Relationship Management, Critical Illness, Wealth Accumulation, Portfolio Management, Financial Regulation, Insurance, Independent Financial..., Strategic Financial..., Protection, Private Banking, Savings, Mutual Funds, Mortgage Lending, Targets, Bonds, Financial Advisory, Pensions, Protection..., Financial Planners, Wealth, High Net Worth..., Income Protection, Investment Strategies, Retirement Savings, Financial Services, Wealth Management..., Asset Allocation, FSA, Wealth Management, Compliance, Inheritance Tax Planning, Communication, Holistic Financial..., Personal Financial..., Unit Trusts, Finance, Investments, Investment Management, Asset Management, Fixed Annuities, Building Relationships, Personal Finance, Retirement, Retirement Planning, Mortgage Marketing, Customer Service, Life Insurance, Investment Advisory, Estate Planning, Financial Risk