Gavin Welsh Email & Phone Number

Bristol, England, Gb

Cardiff, Wales, United Kingdom

I help my clients plan for the futures using the best solutions and tools from the whole of the market.My typical client is someone that has a number of workplace and personal pensions and is looking to review them to make sure they remain suitable.Other areas include investing, inheritance planning and protection.Please feel free to drop me an email at gavin@purewealthmanagement.co.uk or call me on 07713 651945.

Chepstow, Wales, United Kingdom

“FORE” Business is the world’s largest golf networking community with over 100 group locations across UK, USA, Spain, Dubai and Sweden.With over 1,600+ members across the globe, how can you not afford to get involved with "FORE" Business?As a “FORE” Business Ambassador, I would love to arrange to share a free trial month with you under our Golden Ticket Programme.Visit our website to find a group near you and view the AMAZING membership options: www.fore-business.com

I joined the Prosperity Wealth team in October 2019 and it is one of the best career choices I have made. Due to the size of Prosperity Wealth, they are able to negotiate lower charges and terms for my clients, which reduces the impact on my clients savings and investments.I am able to choose solutions from the whole of the market, giving my clients peace of mind that they are getting the right solution to fit their needs and objectives.

Bristol, United Kingdom

Providing Independent Financial Advice on all aspects of financial planning from protecting your you and your family to saving for your future.I am a client focused financial planner who puts my clients at the heart of what I do.

Bristol, United Kingdom

As a Financial Adviser at Challis Wealth Management Ltd, I provide a wide range of WealthManagement Services to both individuals and businesses. I have many years’ experience as aprofessional Wealth Manager qualified to Diploma level. This means that I am able to help andsimplify the most complex of financial affairs.What’s really important to me is my relationship with you – my client. The better I get to know you,the more I understand your needs and aspirations. Then I can help you obtain the maximum benefitfrom your money to enrich your life.I offer a no obligation consultation to review your circumstances and decide what level of service oradvice you might require.I have worked in financial services since 2003 and provide broad based advice to professionals, families and retired clients helping them with practical solutions to the financial issues that concern them most.My advice covers all areas of wealth management, including, retirement planning, wealthprotection, investment planning and Inheritance Tax mitigation. Please view our website:www.challiswealth.co.uk for details of the comprehensive range of products and services available.St. James’s Place Wealth Management is 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.

Bristol, United Kingdom

My role involves delivering holistic financial planning advice to teachers in the South East Wales region.It involves presenting our services to a captive audience and proceeding to book prospective clients in for a financial planning analysis.My objective is to assist clients achieve their short, medium and long term goals.

11-12 Queens Square, Bristol, Bs1 4Nt

I joined 425 Financial Solutions on the pretence that I would become an IFA in January 2015. Due to my experience and expertise, the company were impressed enough to bring my promotion forward. Since starting in my new role as an IFA, I have managed to write over £100,000 and have paid on over £80,000 in my first year of trading. My role involves prospecting inbound and outbound calls, gathering information from clients to narrow down their objectives, researching solutions and writing recommendation letters. I also have experience of attending networking events and have been successful in promoting myself and the company, which has resulted in generating new sources of leads to the company.

Bristol, United Kingdom

My role as a Paraplanner was to carryout research using systems such as O&M Pension Profiler to find the most appropriate solutions to meet the client objective and risk profile. Once the outcome of my research was agreed with the Adviser, I was given the responsibility of written the recommendation letter.

Bath, United Kingdom

My role involved the following tasks: -• Gathering information from providers• Creating Investment Portfolios for High Net Worth Clients• Making sure files are compliant and meet both regulatory and the company standards• Financial Report writing

Bath, United Kingdom

I left my role at Nationwide to pursue my goal of becoming a Financial Adviser and felt that taking an administration role in the short term would give me the time to study for my Diploma in Financial Planning. My role was very similar to my role as a Senior Business Associate at the Royal Bank of Scotland, however with the challenges posed by the Retail Distribution Review.

Bristol, United Kingdom

My role involved giving my customers advice and help in choosing the right mortgage for them. I was also authorised to sell protection products such as life and critical illness cover and short term income protection policies. In addition I have sold general insurance products such as Buildings & Contents on a non-advice basis. My strike rates selling these policies helped me be consistently in the top 50 advisors out of more than 400 advisors in the past 2 years. In December 2009 I achieved a personal best of 229% of my target, which resulted in me becoming 7th in the country.I was part of the management teams whilst working at Nationwide and had been responsible for the mortgage business within those teams. A key part of my role was to put strategies together and communicate these to the team. I have also mentored other team members who have wanted to become a Mortgage Consultant.

Bristol, United Kingdom

I was responsible for calling customers and advising them on life, pensions and investment products on a non-advice basis. The leads were generated from the advisers in the branch network and part of my role was to go to team meetings and promote the service to them in order to encourage increase further business generation. Whilst in this role I managed to achieve my annual target within two business quarters.

Bristol, United Kingdom

As part of a pipeline team, I was responsible in processing applications that had been sent in from the Sales Advisors and then tracking them with the insurance companies to make sure that they were completed as soon as possible. I was very successful in my role and won many incentives such as going to watch England vs India in a one day match. The last 2 years of performing my role I was given a grade 4 (Top Grade being a 5) 2 years running. During this time I successfully completed my certificate in financial planning by studying independently.

Newport, United Kingdom

My father gave me my opportunity to work in the financial services industry by employing me as his Office Manager. My role included welcoming clients to the office to managing client files and making sure the business that my father wrote was completed as quickly as possible. After achieving my FPC1, I was keen to see the bigger picture and move to an organisation that could support my ongoing development.