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Grant Devine is listed as Pension Transfer Specialist at Grange Wealth Management Ltd. based in Greater Edinburgh Area, United Kingdom. AeroLeads shows a work email signal at rbs.com and a matched LinkedIn profile for Grant Devine.
Grant Devine previously worked as Pension Transfer Specialist at Grange Wealth Management Ltd. and Regional Manager Scotland & North England at Rbs Private Clients Group. Grant Devine studied at Chartered Institute For Securities & Investments.
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I am a Chartered Fellow of the CII and CISI, having worked in the fields of Investments, Tax Planning, Pensions and Estate Planning for over 25 years. I am proud to have become the 1st Chartered Fellow with both the CII & CISI in Regulated Financial Planning & Wealth Management at RBSG. I have strong verbal and written communication skills which allow me to communincate clearly with clients. I have a track record of building robust plans for clients approaching the retirement phase of their lives.
Listed skills include Wealth Management, Private Banking, Portfolio Management, Relationship Management, and 43 others.
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Edinburgh, United Kingdom
Grange Wealth Management is an Edinburgh based independent financial advisory firm that focuses on private wealth management. I provide the business and its clients with technical expertise specificially in the area of Pension Freedoms and inter-generational Estate Planning.
Grant leads a team of 7 advisers who each advise a portfolio of business and private clients predominately within RBSG. The Private Client Group proposition is aimed at High Net Worth clients with capital exceeding £1M or annual income of £500,000. Grant's responsibilities are:Coach, lead and motivate team of experienced financial planners Supervise the provision of compliant financial advice to high net worth clients.Management of new and existing client relationshipsDevelop strong working relationships with Key Stakeholders to receive introductions.Planning & implementation of new business streams within RBSG.
Scotland & North England
RBS Private Banking; Edinburgh Jan 2002 - Jan 2005
Chartered Fellow of the Chartered Institute for Securities & Investments CISI Level 7 Certificate in Private Client Investment Advice &.
CII Exams Passed: Advance Diploma – AF1, G10, G20, H15, AF5 & AF6 Diploma – JO6, RO1 RO4 R06 RO8 Certificate – CF1, CF2, CF3, CF4, CF6, CF.
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Grant Devine is listed as Pension Transfer Specialist at Grange Wealth Management Ltd..
AeroLeads has found 1 work email signal at @rbs.com for Grant Devine.
Grant Devine is based in Greater Edinburgh Area, United Kingdom.
Grant Devine has worked for Grange Wealth Management Ltd., Rbs Private Clients Group, Rbs Private Banking & Advice, Rbs Private Banking, and Royal Scottish Assurance.
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Grant Devine studied at Chartered Institute For Securities & Investments.
Grant Devine is listed with skills including Wealth Management, Private Banking, Portfolio Management, Relationship Management, Retail Banking, Financial Advisory, High Net Worth Individuals, and Investments.
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