Graham Wells

Graham Wells Email and Phone Number

Investment Director at Rathbone Brothers Plc @ Rathbone Brothers Plc
Graham Wells's Location
Greater Southampton Area, United Kingdom
Graham Wells's Contact Details

Graham Wells work email

Graham Wells personal email

n/a

Graham Wells phone numbers

About Graham Wells

I have over 25 years experience in the investment industry having occupied a number of key positions in the private client departments of both A H Cobbold & Co and Neilson Cobbold later acquired by Rathbones.More recently i successfully passed the Private Client Advice and Management Exam in June 2010 in order to update my knowledge and to ensure i am fully qualified for new investment advice legislation due to come into effect January 2013.Specialties: Running and Managing Private Client Portfolios.Always keen to talk to new potential clients

Graham Wells's Current Company Details
Rathbone Brothers Plc

Rathbone Brothers Plc

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Investment Director at Rathbone Brothers Plc
Graham Wells Work Experience Details
  • Rathbone Brothers Plc
    Investment Director
    Rathbone Brothers Plc Sep 1996 - Present
    Winchester
    Private Client Investment Advisor
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Graham Wells Skills

Investments Portfolio Management Asset Allocation Bonds Inheritance Tax Planning Alternative Investments Wealth Management Asset Management Investment Management Investment Strategies Mutual Funds High Net Worth Individuals Wealth Management Services Financial Advisory Equities Pensions Sipp Wealth Securities Estate Planning Fund Of Funds

Frequently Asked Questions about Graham Wells

What company does Graham Wells work for?

Graham Wells works for Rathbone Brothers Plc

What is Graham Wells's role at the current company?

Graham Wells's current role is Investment Director at Rathbone Brothers Plc.

What is Graham Wells's email address?

Graham Wells's email address is gr****@****nes.com

What is Graham Wells's direct phone number?

Graham Wells's direct phone number is +4420739*****

What skills is Graham Wells known for?

Graham Wells has skills like Investments, Portfolio Management, Asset Allocation, Bonds, Inheritance Tax Planning, Alternative Investments, Wealth Management, Asset Management, Investment Management, Investment Strategies, Mutual Funds, High Net Worth Individuals.

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