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Christopher Beck Email & Phone Number

Wealth Management Director at McMillan Wealth Consultants Ltd at Senior Partner Practice of St. James's Place Wealth Management
Location: Greater Brighton And Hove Area, United Kingdom, United Kingdom 4 work roles 2 schools
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Current company
Senior Partner Practice of St. James's Place Wealth Management
Role
Wealth Management Director at McMillan Wealth Consultants Ltd
Location
Greater Brighton And Hove Area, United Kingdom, United Kingdom

Who is Christopher Beck? Overview

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Christopher Beck is listed as Wealth Management Director at McMillan Wealth Consultants Ltd at Senior Partner Practice of St. James's Place Wealth Management, based in Greater Brighton And Hove Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Christopher Beck.

Christopher Beck previously worked as Wealth Management Director at Senior Partner Practice Of St. James'S Place Wealth Management and Financial Consultant at Lloyds Bank. Christopher Beck holds Bachelor Of Arts (Ba), Accounting And Finance, 2:2 from University Of Brighton.

Profile bio

About Christopher Beck

Self motivated, energetic and adaptable with successful experience gained in customer focused environments. Mature, thorough and professional, a positive team member used to working well under pressure.Excellent organisational, administrative and interpersonal skills, an effective communicator and listener able to relate well at all level.I have a wealth of experience in customer facing roles within Financial Services.

Listed skills include Financial Services, Investments, Financial Planning, Personal Protection, and 12 others.

Current workplace

Christopher Beck's current company

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Senior Partner Practice of St. James's Place Wealth Management
Senior Partner Practice Of St. James'S Place Wealth Management
Wealth Management Director at McMillan Wealth Consultants Ltd
4 roles

Christopher Beck work experience

A career timeline built from the work history available for this profile.

Wealth Management Director

Current
Senior Partner Practice Of St. James'S Place Wealth Management

Brighton

I am passionate about helping my clients assess their current financial situations and then help them to make a plan to assist them to achieve their financial objectives and needs. I provide advice in the following areas:Helping both individuals and businesses manage their finances in the most tax efficient manner.Helping people to make financial plans for.

Apr 2015 - Present

Financial Consultant

Brighton, United Kingdom

To deliver a comprehensive financial planning service to Lloyds Bank customers, to ensure that the solution arranged is appropriate for the client's needs. I coach and motivate my branch team and self-generate appointments to ensure that opportunities to advise and help Lloyds Bank customers with their long term financial planning needs are fully.

Jan 2010 - Apr 2015

Client Services Team Leader/Mortgage Adviser

Lighthouse Group

Brighton, United Kingdom

Managing a team of client services executives; coaching my team to improve sales performance; working to a target booking appointments for IFA's.Consistent achievement and outperformance of individual team appointment targets.Averaged 45 appointments booked per week against an individual target of 30 in 2009.Promoted to Client Services Team Leader in.

Jul 2002 - Dec 2009

Customer Care Adviser

Lloyds Tsb Ifa

Haywards Heath

Booked appointments for IFA's.Carried out administration on behalf of IFA's which included sending out letters, carrying out CTP quotes etc.

May 2001 - Jun 2002
2 education records

Christopher Beck education

Education record

Varndean School
FAQ

Frequently asked questions about Christopher Beck

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What company does Christopher Beck work for?

Christopher Beck works for Senior Partner Practice of St. James's Place Wealth Management.

What is Christopher Beck's role at Senior Partner Practice of St. James's Place Wealth Management?

Christopher Beck is listed as Wealth Management Director at McMillan Wealth Consultants Ltd at Senior Partner Practice of St. James's Place Wealth Management.

Where is Christopher Beck based?

Christopher Beck is based in Greater Brighton And Hove Area, United Kingdom, United Kingdom while working with Senior Partner Practice of St. James's Place Wealth Management.

What companies has Christopher Beck worked for?

Christopher Beck has worked for Senior Partner Practice Of St. James'S Place Wealth Management, Lloyds Bank, Lighthouse Group, and Lloyds Tsb Ifa.

How can I contact Christopher Beck?

You can use AeroLeads to view verified contact signals for Christopher Beck at Senior Partner Practice of St. James's Place Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Christopher Beck attend?

Christopher Beck holds Bachelor Of Arts (Ba), Accounting And Finance, 2:2 from University Of Brighton.

What skills is Christopher Beck known for?

Christopher Beck is listed with skills including Financial Services, Investments, Financial Planning, Personal Protection, Mortgage Industry, Critical Illness, Income Protection, and Banking.

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