Gareth Rea

Gareth Rea Email and Phone Number

Wealth Management Partner with True Potential LLP @ True Potential LLP
newcastle upon tyne, newcastle upon tyne, united kingdom
Gareth Rea's Location
Belfast Metropolitan Area, United Kingdom
Gareth Rea's Contact Details

Gareth Rea personal email

n/a
About Gareth Rea

Diploma for Financial Advisers (DipFA) qualified Independent Financial Advisor with True Potential LLP.My role involves developing holistic financial plans to assist private and corporate clients in reaching their financial goals and objectives.Areas of specialisation include Investment Management, Life Assurance, Pension Advice, Estate Planning and Cash Flow Modelling.

Gareth Rea's Current Company Details
True Potential LLP

True Potential Llp

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Wealth Management Partner with True Potential LLP
newcastle upon tyne, newcastle upon tyne, united kingdom
Website:
tpllp.com
Employees:
619
Gareth Rea Work Experience Details
  • True Potential Llp
    Wealth Management Partner
    True Potential Llp Sep 2022 - Present
    Belfast, Northern Ireland, United Kingdom
  • Lifetime Wealth Planning
    Senior Consultant
    Lifetime Wealth Planning Jul 2017 - Sep 2022
    Belfast, United Kingdom
  • Davy
    Paraplanner
    Davy Jan 2014 - Jul 2017
    Belfast, United Kingdom
  • Square Seven Financial Planning
    Financial Planning Administrator
    Square Seven Financial Planning Aug 2011 - Jan 2014
    Belfast, United Kingdom

Gareth Rea Skills

Finance Financial Services Teamwork Microsoft Excel Financial Planning Microsoft Office Investments Public Relations Microsoft Word Wealth Management Powerpoint Asset Management Pensions Management Customer Service Financial Reporting Networking Financial Research Paraplanning Life Insurance

Gareth Rea Education Details

Frequently Asked Questions about Gareth Rea

What company does Gareth Rea work for?

Gareth Rea works for True Potential Llp

What is Gareth Rea's role at the current company?

Gareth Rea's current role is Wealth Management Partner with True Potential LLP.

What is Gareth Rea's email address?

Gareth Rea's email address is ga****@****h.co.uk

What schools did Gareth Rea attend?

Gareth Rea attended The London Institute Of Banking & Finance, Heriot-Watt University, Down High Grammar School.

What are some of Gareth Rea's interests?

Gareth Rea has interest in Networking, Sport, Rugby, Cricket, Cycling, Ballynahinch Rugby Club, Downpatrick Cricket Club, Keeping Fit.

What skills is Gareth Rea known for?

Gareth Rea has skills like Finance, Financial Services, Teamwork, Microsoft Excel, Financial Planning, Microsoft Office, Investments, Public Relations, Microsoft Word, Wealth Management, Powerpoint, Asset Management.

Who are Gareth Rea's colleagues?

Gareth Rea's colleagues are Michael Franks Dipfa, Cemap, Cerer, Isaac Brown, James Osborne, Nigel Love, Jordan Macdonald, Andrew Barker, Dave Ubi Cert Cii (Mp) Cas.

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