Greg Crawley   Cert Cii, Dippfs
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Greg Crawley Cert Cii, Dippfs Email & Phone Number

Independent Financial Advisor at AFH Wealth Management at AFH Wealth Management
Location: Milton Keynes, England, United Kingdom 5 work roles 1 school
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Current company
Role
Independent Financial Advisor at AFH Wealth Management
Location
Milton Keynes, England, United Kingdom
Company size

Who is Greg Crawley Cert Cii, Dippfs? Overview

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Quick answer

Greg Crawley Cert Cii, Dippfs is listed as Independent Financial Advisor at AFH Wealth Management at AFH Wealth Management, a company with 394 employees, based in Milton Keynes, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Greg Crawley Cert Cii, Dippfs.

Greg Crawley Cert Cii, Dippfs previously worked as Independent Financial Advisor at Afh Wealth Management and Partner, Prudential FInancial Planning at Prudential Assurance. Greg Crawley Cert Cii, Dippfs studied at Lealands High School.

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Email format at AFH Wealth Management

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AFH Wealth Management

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Profile bio

About Greg Crawley Cert Cii, Dippfs

Greg Crawley Cert Cii, Dippfs is a Independent Financial Advisor at AFH Wealth Management at AFH Wealth Management. They possess expertise in relationship management, financial advice, high net worth individuals, investments, wealth management and 20 more skills.

Listed skills include Relationship Management, Financial Advice, High Net Worth Individuals, Investments, and 21 others.

Current workplace

Greg Crawley Cert Cii, Dippfs's current company

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AFH Wealth Management
Afh Wealth Management
Independent Financial Advisor at AFH Wealth Management
bromsgrove, worcestershire, united kingdom
Website
Employees
394
AeroLeads page
5 roles

Greg Crawley Cert Cii, Dippfs work experience

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Independent Financial Advisor

Current

Independent Financial Asvisor

Feb 2021 - Present

Private Investment Manager (Regulated)

Natwest Bank

Proactively building and developing a portfolio of high net worth clients providing face to face Banking, regulated investment and wealth management advice whilst recruiting potentially profitable customers through the canvassing of Bank branch leads, colleague introductions and referrals from existing customers.

Oct 2008 - Dec 2012

Senior Private Banking Manager

Natwest Bank

Proactively built and grew a portfolio of affluent Bank customers providing excellent customer service by satisfying customer needs through the sale of non-regulated Banking products and services.

Jun 2001 - Oct 2008

Branch Manager

Managed a large general insurance intermediary with responsibility for five staff members, maintaining high levels of service and sales performance.

Jul 1988 - Nov 2000
Team & coworkers

Colleagues at AFH Wealth Management

Other employees you can reach at afhwm.co.uk. View company contacts for 394 employees →

1 education record

Greg Crawley Cert Cii, Dippfs education

  • Lealands High School
    Lealands High School
FAQ

Frequently asked questions about Greg Crawley Cert Cii, Dippfs

Quick answers generated from the profile data available on this page.

What company does Greg Crawley Cert Cii, Dippfs work for?

Greg Crawley Cert Cii, Dippfs works for AFH Wealth Management.

What is Greg Crawley Cert Cii, Dippfs's role at AFH Wealth Management?

Greg Crawley Cert Cii, Dippfs is listed as Independent Financial Advisor at AFH Wealth Management at AFH Wealth Management.

Where is Greg Crawley Cert Cii, Dippfs based?

Greg Crawley Cert Cii, Dippfs is based in Milton Keynes, England, United Kingdom while working with AFH Wealth Management.

What companies has Greg Crawley Cert Cii, Dippfs worked for?

Greg Crawley Cert Cii, Dippfs has worked for Afh Wealth Management, Prudential Assurance, Natwest Bank, and Swinton Insurance.

Who are Greg Crawley Cert Cii, Dippfs's colleagues at AFH Wealth Management?

Greg Crawley Cert Cii, Dippfs's colleagues at AFH Wealth Management include Marie Astill, Karen Donnelly, Fiona Barney, Gary Marshall, and Helen Davey.

How can I contact Greg Crawley Cert Cii, Dippfs?

You can use AeroLeads to view verified contact signals for Greg Crawley Cert Cii, Dippfs at AFH Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Greg Crawley Cert Cii, Dippfs attend?

Greg Crawley Cert Cii, Dippfs studied at Lealands High School.

What skills is Greg Crawley Cert Cii, Dippfs known for?

Greg Crawley Cert Cii, Dippfs is listed with skills including Relationship Management, Financial Advice, High Net Worth Individuals, Investments, Wealth Management, Private Banking, Annuity Sales, and Pensions.

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