Maidstone, Kent, United Kingdom
Director of Adam Letts Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management.
Financial Services
Education
University of East Anglia 1995 — 1998
Bachelor’s Degree, Environmental Science, 2:2
Gosfield School 1989 — 1995
A Levels and GCSE's, A Level Business Studies (B), Geography (C) and Physics, 8 GCSE's (Grade A - C).
Experience
Adam Letts Wealth Management, Partner Practice of St. James's Place Wealth Management May 2015 - Present
Legal & General July 2012 - December 2014
Aviva May 2010 - June 2012
Aviva February 2004 - April 2010
Friends Provident September 2003 - February 2004
AMP Financial Services March 2003 - September 2003
AMP October 2001 - February 2003
Regal Financial Group August 1999 - September 2001
Skills
Strategic Financial..., Wealth Management..., Relationship Management, Sales Process, Direct Sales, Business Development, Protection, Business Planning, Customer Retention, Retirement, Stakeholder Management, Customer Experience, Sales, Mutual Funds, Inheritance Tax Planning, Retirement Planning, Life Insurance, Pensions, Investments, Employee Benefits, Bancassurance, Investment Strategies, Financial Planning, Income Protection, Retail Banking, Team Management, Sales Management, Insurance, Management, Wealth, General Insurance, Portfolio Management, Fixed Annuities, Savings, Cross Selling, Risk Management, Account Management, Investment Advisory, Financial Risk, Underwriting, Critical Illness, Financial Planners, Financial Advisory, Business Relationship..., Sales Operations, Finance, Financial Services