As a Director, I leverage my 14 years of experience and certification as a financial planner to provide high-quality, customer-driven, and sales-focused financial services to high-net-worth individuals and corporate clients. I have a proven track record of advising clients on various investment options and strategies, and helping them assess the merits of different funding scenarios.My core competencies include personal financial planning, building business relationships, and in-depth knowledge of investment products and markets. I am passionate about helping clients make informed decisions that align with their financial goals and objectives. I work with a team of professionals who share my values of excellence, integrity, and collaboration.
Cheryl Mcgregor
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DirectorCheryl Mcgregor Apr 2019 - PresentGlasgow, Scotland, United Kingdom
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Managing DirectorPro Elite Wealth Management May 2011 - Mar 2024
Cheryl Mcgregor Education Details
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Bearsden Academy -
Bearsden AcademyBusiness/Managerial Economics
Frequently Asked Questions about Cheryl Mcgregor
What company does Cheryl Mcgregor work for?
Cheryl Mcgregor works for Cheryl Mcgregor
What is Cheryl Mcgregor's role at the current company?
Cheryl Mcgregor's current role is Director @ Cheryl McGregor | Investment Strategies, Financial Planning.
What schools did Cheryl Mcgregor attend?
Cheryl Mcgregor attended Bearsden Academy, Bearsden Academy.
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Cheryl McGregor
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