Gareth Glendinning, Chartered Financial Planner
Wakefield, West Yorkshire, United Kingdom
Helping you create, build and protect wealth. Your wealth, your way!
Financial Services
Education
Napier University 2008 — 2010
BA (hons), Financial Services Management, First Class Honours
Chartered Insurance Institute
Advanced Diploma in Financial Planning, APFS, Chartered Financial Planner
Society of Trust and Estate Practitioners 2014 — 2014
STEP Certificate for Financial Services (Trusts and Estate Planning)
Experience
Glendinning Wealth - An Associate Partner Practice of St. James's Place Wealth Management February 2013 - Present
Gallagher Employee Benefits June 2011 - February 2013
Towergate Financial (North) Limited December 2010 - May 2011
HSBC Actuaries and Consultants Limited March 2000 - May 2010
HSBC Bank plc March 1994 - April 1999
Skills
Life Insurance, Defined Contribution, Pension Funds, Employee Engagement, Estate Planning, Strategic Financial..., High Net Worth..., Investments, Investment Advisory, Retirement, Banking, Asset Management, Protection, Wealth, Business Relationship..., Asset Managment, Income Protection, Wealth Management..., Relationship Management, Risk Management, Asset Allocation, Sales Management, Mutual Funds, Employee Benefits, Inheritance Tax Planning, Investment Management, Financial Services, Customer Service, Retirement Planning, Seminars, B2C, Investment Strategies, Financial Planning, Financial Planners, Portfolio Management, Business Development, Critical Illness, Financial Advisory, Financial Risk, Wealth Management, B2B, Defined Benefit, Strategy, Pensions