Personal Wealth Adviser
Current
Jun 2019 - Present
AeroLeads people directory · profile
David Perry Email & Phone Number
Financial advice on growing, using and passing on your wealth
at
Schroders Personal Wealth
1 work email found
@spw.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Financial advice on growing, using and passing on your wealth
Location
Northampton, England, United Kingdom
Company size
Who is David Perry? Overview
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Quick answer
David Perry is listed as Financial advice on growing, using and passing on your wealth at Schroders Personal Wealth, a company with 624 employees, based in Northampton, England, United Kingdom. AeroLeads shows a work email signal at spw.com and a matched LinkedIn profile for David Perry.
David Perry previously worked as Personal Wealth Adviser at Schroders Personal Wealth and Private Banking and Advice Manager at Lloyds Bank Private Banking. David Perry holds Secondary Education And Teaching from Weavers.
Company email context
Email format at Schroders Personal Wealth
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{first}.{last}@spw.com
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AeroLeads found 1 current-domain work email signal for David Perry. Compare company email patterns before reaching out.
Profile bio
About David Perry
Hi, my aim is to make Financial planning personal. I have been a financial adviser since 1992 and I take the time to really to get to know you and your financial life goals. I use the latest financial modelling technology to assist you with understanding where you are now and where you want to get to in the financial planning areas of Family Protection,Retirement, Growing and using your wealth in the most tax efficient manner and Estate planning.I am a Chartered Financial Planner and hold the CeMap qualification.I work primarily from the Northamptonshire area but also have currently have clients in Oakham.In the current climate, I am able to meet remotely via internet conference or telephone conference.
Listed skills include Financial Advisory, Banking, Investments, Finance, and 4 others.
Current workplace
David Perry's current company
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Schroders Personal Wealth
4 roles
David Perry work experience
A career timeline built from the work history available for this profile.
Private Banking And Advice Manager
Jun 2015 - Jun 2020
Jul 2008 - Jun 2015
Financial Advisor
Jan 1992 - Jul 2008
Team & coworkers
Colleagues at Schroders Personal Wealth
Other employees you can reach at spw.com. View company contacts for 624 employees →
LS
Liza Stevens
Colleague at Schroders Personal Wealth
United Kingdom, United Kingdom
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LT
Liam Tollady
Colleague at Schroders Personal Wealth
Liverpool, England, United Kingdom, United Kingdom
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LM
Lauren Marsh
Colleague at Schroders Personal Wealth
Leeds, England, United Kingdom, United Kingdom
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NS
Nicola Sherratt
Colleague at Schroders Personal Wealth
United Kingdom, United Kingdom
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MC
Michael Cole
Colleague at Schroders Personal Wealth
London, England, United Kingdom, United Kingdom
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ME
Mike Edwards Mifs Dipfa Mlia
Colleague at Schroders Personal Wealth
Bournemouth, England, United Kingdom, United Kingdom
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JM
Jacquie Marley
Colleague at Schroders Personal Wealth
Portsmouth, England, United Kingdom, United Kingdom
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TC
Tom C.
Colleague at Schroders Personal Wealth
Greater Norwich Area, United Kingdom, United Kingdom
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MB
Megan Buxton
Colleague at Schroders Personal Wealth
Crigglestone, England, United Kingdom, United Kingdom
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AC
Alex Cast
Colleague at Schroders Personal Wealth
Greater Guildford Area, United Kingdom, United Kingdom
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Liza Stevens
Colleague at Schroders Personal Wealth
United Kingdom, United Kingdom
View →
LT
Liam Tollady
Colleague at Schroders Personal Wealth
Liverpool, England, United Kingdom, United Kingdom
View →
LM
Lauren Marsh
Colleague at Schroders Personal Wealth
Leeds, England, United Kingdom, United Kingdom
View →
NS
Nicola Sherratt
Colleague at Schroders Personal Wealth
United Kingdom, United Kingdom
View →
MC
Michael Cole
Colleague at Schroders Personal Wealth
London, England, United Kingdom, United Kingdom
View →
ME
Mike Edwards Mifs Dipfa Mlia
Colleague at Schroders Personal Wealth
Bournemouth, England, United Kingdom, United Kingdom
View →
JM
Jacquie Marley
Colleague at Schroders Personal Wealth
Portsmouth, England, United Kingdom, United Kingdom
View →
TC
Tom C.
Colleague at Schroders Personal Wealth
Greater Norwich Area, United Kingdom, United Kingdom
View →
MB
Megan Buxton
Colleague at Schroders Personal Wealth
Crigglestone, England, United Kingdom, United Kingdom
View →
AC
Alex Cast
Colleague at Schroders Personal Wealth
Greater Guildford Area, United Kingdom, United Kingdom
View →
1 education record
David Perry education
-
Weavers
FAQ
Frequently asked questions about David Perry
Quick answers generated from the profile data available on this page.
What company does David Perry work for?
David Perry works for Schroders Personal Wealth.
What is David Perry's role at Schroders Personal Wealth?
David Perry is listed as Financial advice on growing, using and passing on your wealth at Schroders Personal Wealth.
What is David Perry's email address?
AeroLeads has found 1 work email signal at @spw.com for David Perry at Schroders Personal Wealth.
Where is David Perry based?
David Perry is based in Northampton, England, United Kingdom while working with Schroders Personal Wealth.
What companies has David Perry worked for?
David Perry has worked for Schroders Personal Wealth, Lloyds Bank Private Banking, and Lloyds Banking Group.
Who are David Perry's colleagues at Schroders Personal Wealth?
David Perry's colleagues at Schroders Personal Wealth include Liza Stevens, Liam Tollady, Lauren Marsh, Nicola Sherratt, and Michael Cole.
How can I contact David Perry?
You can use AeroLeads to view verified contact signals for David Perry at Schroders Personal Wealth, including work email, phone, and LinkedIn data when available.
What schools did David Perry attend?
David Perry holds Secondary Education And Teaching from Weavers.
What skills is David Perry known for?
David Perry is listed with skills including Financial Advisory, Banking, Investments, Finance, Certified Financial Planner, Personal Trust, Financial Services, and Life Insurance.
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