Craig Broadbent Bsc Dippfs Email and Phone Number
I believe in empowering people to take control and maximise their finances to give them freedom, opportunities, and quality of life. I help build plans for you, your family, and your business to enable you to work towards your long-term objectives.As an Associate Partner Practice of St. James’s Place Wealth Management based in the North West, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.I offer holistic financial advice in the following areas:- Investment planning- Retirement planning- Protection- Estate PlanningPrior to joining the Financial Services Industry, I worked for 10 years in the manufacturing sector, operating in Operation Management roles, primarily to reduce costs and improve profits for various companies within the North West.In my spare time, I enjoy a wide range of sports, cooking and walking.The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 19/03/2024
St. James’S Place Wealth Management
View- Employees:
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Craig Broadbent Wealth Management, Associate Partner PracticeSt. James’S Place Wealth ManagementLancaster, Gb -
Craig Broadbent Wealth Management, Associate Partner PracticeSt. James’S Place Wealth Management May 2021 - PresentLancashire, England, United KingdomSt. James's Place Wealth Management is a FTSE 100 company and one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. -
ConsultantMunny ® Mar 2024 - Present -
Production ManagerBcw Manufacturing Group Aug 2019 - Apr 2021Burnley, Lancashire, United Kingdom -
Shift ManagerPerspex International Nov 2018 - Aug 2019Darwen, Lancashire, United Kingdom
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Production ManagerGap Ltd Nov 2014 - Nov 2018Blackburn, United Kingdom -
It AnalystGlasdon Group Limited Aug 2012 - Nov 2014Blackpool, United Kingdom -
Management TraineeGlasdon Uk Limited Sep 2011 - Aug 2012Blackpool, Lancashire, United Kingdom -
Recruitment ConsultantJameson Lee Recruitment Jun 2010 - Aug 2010Lancaster, United Kingdom
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Summer InternBae Systems Jun 2009 - Sep 2009Barrow-In-Furness
Craig Broadbent Bsc Dippfs Skills
Craig Broadbent Bsc Dippfs Education Details
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Management -
Barrow Sixth Form College -
St Bernards Central Catholic High School
Frequently Asked Questions about Craig Broadbent Bsc Dippfs
What company does Craig Broadbent Bsc Dippfs work for?
Craig Broadbent Bsc Dippfs works for St. James’s Place Wealth Management
What is Craig Broadbent Bsc Dippfs's role at the current company?
Craig Broadbent Bsc Dippfs's current role is Craig Broadbent Wealth Management, Associate Partner Practice.
What schools did Craig Broadbent Bsc Dippfs attend?
Craig Broadbent Bsc Dippfs attended Lancaster University, Barrow Sixth Form College, St Bernards Central Catholic High School.
What skills is Craig Broadbent Bsc Dippfs known for?
Craig Broadbent Bsc Dippfs has skills like Teamwork, Time Management, Management.
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