Angus Peel work email
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Angus Peel personal email
Kind, Creativity, Service Centered, Engagement. Leadership.I love my job. Here in the Caribbean I help clients create the portfolio that is right for them, their families and their circumstances in order to safeguard the wealth they need for a secure financial future. Over the decades I have seen how investment plans and portfolios actually turn out in reality. This helps me guide you along the right path.
Cayman National Securities
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Senior Investment ManagerCayman National Securities Oct 2024 - PresentCayman IslandsHelping clients build strong and robust portfolios involving Equities, Treasury Bills and Corporate Bonds. If the past is in your head, the future is definitely in your hands; and I am here to help.
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Independent Financial AdvisorProven Wealth- Region 1 Apr 2023 - Sep 2024Cayman IslandsDecades of experience and care for people collide to ensure my clients have great outcomes. Rarely do you find Financial Advisers able to give quality, thoughtful help and advice that is in clients' best interest. Here in the Caribbean I created the financial structure and discipline people needed in order to generate the wealth they wanted for a secure financial future. My experience of seeing how these plans turn out in reality for people was invaluable. -
Financial ConsultantNfu Mutual Mar 2019 - Dec 2022BristolWith roots based firmly in the farming community it was a pleasure to work with some highly skilled Agents, successfully helping to broaden their reach regarding investments. -
Financial ConsultantWesleyan Mar 2016 - Mar 2019BristolA great company focused on working with Hospital Doctors. They have a long history and some excellent products suited to the medical profession. It was a pleasure to work with them. -
Private Client DirectorFisher Investments Uk Nov 2013 - Mar 2016A superb firm with an incredible customer offering. Providing institutional grade money management to relevant clients was a joy and a great experience. -
Area Manager Private BankingNatwest Apr 2006 - Nov 2013BristolTransforming the Leadership and Engagement of the firm was a tremendous and noted success for me. The way I work with people always ensures a positive impact and afterglow . In the general role I coached and developed a team of Regulated professional investment advisers to great effect. My team were always Green across all regulated measures. My role encompassed recruitment, coaching, supervision, income generation and client satisfaction. Prior to this, I was a Private Banking Investment Manager myself, recruited to drive the business into the South West. -
Private Banking Relationship ManagerRoyal Bank Of Scotland Dec 2003 - Apr 2006South WestTasked with developing and growing the South West for Private Banking I quickly built the necessary relationships with Retail, Business and Commercial Banking. Leads then needed to be turned into appointments and finally clients. I found looking after the Banks High Net Worth clients for all financial needs from Banking to Investment Management, was hugely rewarding. On the back of my success here I was able to step up to the Area Manager role. -
Business Development ManagerKohn Cougar Ifa 2002 - 2003BristolTo build professional relationships with external introducers for this 'one-man' IFA
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Private Client ManagerHsbc Private Bank 1999 - 2002BristolWorking as an IFA Private Client Manager recommending right across the Industries product range for the Banks' High Net Worth Clients -
Independent Financial AdviserWoolwich Building Society 1996 - Dec 2000South WestI was brought in to build a business out of 5 under-performing branches. I transformed the business results so much that within one year of joining I attained top 10 position nationally and remained in the coveted Gold Club every year.
Angus Peel Skills
Angus Peel Education Details
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King'S College, Taunton, Somerset -
King'S College Taunton
Frequently Asked Questions about Angus Peel
What company does Angus Peel work for?
Angus Peel works for Cayman National Securities
What is Angus Peel's role at the current company?
Angus Peel's current role is Cayman Islands | Financial Advice | Leadership | Creative | Innovative | Credible | Engaging | Management | Coaching.
What is Angus Peel's email address?
Angus Peel's email address is an****@****est.com
What schools did Angus Peel attend?
Angus Peel attended King's College, Taunton, Somerset, King's College Taunton.
What skills is Angus Peel known for?
Angus Peel has skills like Private Banking, Wealth Management, Banking, High Net Worth Individuals, Relationship Management, Investments, Wealth Management Services, Management, Leadership, Financial Services, Retail Banking, Investment Advisory.
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Angus Peel
Greater Portsmouth Area -
1brownbrothers.com.au1 +614090XXXXX
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