Robert Gill BA (Hons) DipPFS CeMAP
Poulton-le-Fylde, Lancashire, United Kingdom
I help small business owners protect and grow their personal wealth, plan for retirement and comply with autoenrolment.
Financial Services
Education
Leeds Beckett University 1997 — 2000
BA (Hons)
Deanery High School 1988 — 1995
Experience
TMF Wealth Management October 2012 - Present
Key Personal Finance February 2012 - September 2012
Mitchell Farrar Group November 2009 - February 2012
Exact Money May 2005 - November 2009
AWD Plc October 2002 - March 2005
Xansa PLC March 2001 - August 2002
Dun & Bradstreet August 2000 - January 2001
Skills
Portfolio Management, Certified Mortgage..., Financial Advisory, Wealth, Pension Funds, Critical Illness, Investments, Emerging Technologies, Income Protection, Customer Acquisition, Mortgage Industry, General Insurance, Financial Planning, Investment Advisory, Relationship Management, Team Leadership, Finance, Business Process..., Sales Process, CRM software, Retirement Planning, Small Business, Debt, Consultancy, Sales Management, Investment Strategies, Financial Services, Process Engineering, Banking, Business Planning, Investment Properties, Commercial Mortgages, Mortgage Planning, Sales, Business Strategy, Strategic Financial..., Inheritance Tax Planning, Funding, Pensions, Mortgage, Process Mapping, Compliance, Asset Management, Mortgage Lending, Residential Mortgages, Insurance, Debt Management, Start-ups, Inside Sales, CRM