Gerald Turner Apfs Email & Phone Number

Horsham, Gb

United Kingdom

Uk And Spain

Marbella, Andalusia, Spain

Alicante, Valencia, Spain

I ran and managed the local office for this company that specialised in offering financial and tax planning advice to British people who had moved to Spain or who planned to move to Spain. The role involved running seminars, giving presentations and networking locally to attract clients to the business. I would review existing pensions and investments to ensure they are tax efficient and suitable for the clients new life in Spain. I was promoted into this position in June 2015 having taken a years sabbatical. Prior to this from June 2008 to June 2014 i worked as a Private Client Manager and a QROPS Manager.

London, England, United Kingdom

I was brought to Baigrie Davies by a former manager who had previously joined them. I worked on a project to move clients from Lifesearch, an assurance advising company, to Baigrie Davies who were an Independent Financial Advisory firm.

London, England, United Kingdom

I joined Bradbury Hamilton as a paraplanner and was quickly trained up to become a financial planner dealing with my own clients for the company.

London, England, United Kingdom

Financial Planning And Services, Chartered Financial Planner

Financial Planning And Services, Certified Financial Planner

Btec National Diploma, Business And Finance, Merit