David Geraghty

David Geraghty Email and Phone Number

Financial Adviser and Will Writer @ Compass Wealth Management Consultants Ltd
Bournemouth, England, GB
David Geraghty's Location
Greater Bournemouth Area, United Kingdom
David Geraghty's Contact Details

David Geraghty work email

David Geraghty personal email

n/a
About David Geraghty

24 years experiance giving Financial AdviceMy professional goal is to give sound financial adviceSpecialties: IHT Planning, and Pension Planning. Long Term Care Planning, Mortgage Advice, Corporate Business, Trust & Estate Planning, Wills, General Insurance, Partnership Assurance, Building & Preserving Capitol, Health Insurance, Investments

David Geraghty's Current Company Details
Compass Wealth Management Consultants Ltd

Compass Wealth Management Consultants Ltd

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Financial Adviser and Will Writer
Bournemouth, England, GB
Website:
compasswmc.com
Employees:
38
David Geraghty Work Experience Details
  • Compass Wealth Management Consultants Ltd
    Financial Adviser And Will Writer
    Compass Wealth Management Consultants Ltd
    Bournemouth, England, Gb
    View
  • Compass Wealth Management Consultants Ltd
    Financial Adviser & Will Writer
    Compass Wealth Management Consultants Ltd Dec 2009 - Present
    IFA and Will Writer
    View
  • Compass Wealth Management Consultants Ltd
    Financial Adviser
    Compass Wealth Management Consultants Ltd Dec 2009 - Present
    Personal and Corporate Financial advice- Will writer- Long Term Care advice- Mortgage, Pension, Life Assurance advice-Inheritance tax planning- Tax Planning-General Insurance-Investment Advice
    View
  • Will Writers
    Financial Adviser
    Will Writers 2007 - 2010
  • The Co-Operative Group
    Financial Adviser
    The Co-Operative Group Aug 1987 - Aug 2006
    Adviser
    View

David Geraghty Skills

Pensions Estate Planning Mortgage Lending Financial Advisory Tax Retirement Planning Investments Financial Services Life Insurance Financial Planners Protection Retirement Strategic Financial Planning Trusts Investment Advisory Income Protection

David Geraghty Education Details

  • Dorcan Technology College
    Dorcan Technology College
    Financial Planning

Frequently Asked Questions about David Geraghty

What company does David Geraghty work for?

David Geraghty works for Compass Wealth Management Consultants Ltd

What is David Geraghty's role at the current company?

David Geraghty's current role is Financial Adviser and Will Writer.

What is David Geraghty's email address?

David Geraghty's email address is dg****@****wmc.com

What schools did David Geraghty attend?

David Geraghty attended Dorcan Technology College.

What are some of David Geraghty's interests?

David Geraghty has interest in Financial Services, Music, Holidays, Sport.

What skills is David Geraghty known for?

David Geraghty has skills like Pensions, Estate Planning, Mortgage Lending, Financial Advisory, Tax, Retirement Planning, Investments, Financial Services, Life Insurance, Financial Planners, Protection, Retirement.

Who are David Geraghty's colleagues?

David Geraghty's colleagues are Alan Tyley, Stewart Sparkes, Rainer G. Obermann, John Whitehead, Olubukola Obanubi, Julie Stone, Gordon Ford.

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