Taking Time Off To Consider Options
Current
Jan 2024 - Present
AeroLeads people directory · profile
Ivan Green Email & Phone Number
Taking time off to consider options
at
None
1 work email found
@spw.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Taking time off to consider options
Location
Cockfield, England, United Kingdom
Company size
Who is Ivan Green? Overview
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Quick answer
Ivan Green is listed as Taking time off to consider options based in Cockfield, England, United Kingdom. AeroLeads shows a work email signal at spw.com and a matched LinkedIn profile for Ivan Green.
Ivan Green previously worked as Training Manager at Schroders Personal Wealth and Learning Delivery Manager at Lloyds Banking Group. Ivan Green studied at Thurston Community College.
Company email context
Email format at None
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{first}.{last}@spw.com
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AeroLeads found 1 current-domain work email signal for Ivan Green. Compare company email patterns before reaching out.
Profile bio
About Ivan Green
I have over 36years experience in the Financial Services sector. Having been a very successful Wealth Management adviser advising clients on their complex financial needs for Barclays and Lloyds Wealth, I have studied and gained my level 6 chartered qualifications and have used this to specialise in offering investment, retirement and IHT advice to wealth clients. In 2011 I felt it was time to impart some of my knowledge, skills and experiences to others and accepted the role as a training manager for Lloyds Banking Group and Schroders Personal Wealth. I have a passion for offering complex financial training in a simple interactive way utilising my long standing experience of the financial services industry.I have a genuine desire to inspire people to embrace the opportunity of offering the right financial solutions to our customers and help them achieve their financial goals and aspirations.Outside of work, I love deep sea fishing, motor sport, golf and entertaining friends and family.
Listed skills include Wealth Management, Strategic Financial Planning, Relationship Management, Investments, and 16 others.
Current workplace
Ivan Green's current company
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5 roles
Ivan Green work experience
A career timeline built from the work history available for this profile.
Training Manager
Jun 2021 - Jan 2024
Learning Delivery Manager
Train and up-skill Wealth management Advisers for Lloyds Banking Group.CII level 6 qualified. 12/6/15 completed final element of my Advanced Diploma
Nov 2010 - Oct 2021
Client Manager
Advising Halifax Clients on complex financial planning. Specialising in IHT and retirement planning
Mar 2007 - Nov 2010
Wealth Management Adviser
My role was to offer holistic financial advice to Barclays wealth Clients. Key areas of expertees were to focus IHT mitigation and Pension planning for accumulation and utilisation.
Feb 2000 - Mar 2007
2 education records
Ivan Green education
Education record
Thurston Community College
Financial Planning And Services, Level 6
Chartered Insurance Institute
FAQ
Frequently asked questions about Ivan Green
Quick answers generated from the profile data available on this page.
What is Ivan Green's role at their current company?
Ivan Green is listed as Taking time off to consider options.
What is Ivan Green's email address?
AeroLeads has found 1 work email signal at @spw.com for Ivan Green.
Where is Ivan Green based?
Ivan Green is based in Cockfield, England, United Kingdom.
What companies has Ivan Green worked for?
Ivan Green has worked for Schroders Personal Wealth, Lloyds Banking Group, Bank Of Scotland Investment Service, and Barclays Wealth And Investment Management.
How can I contact Ivan Green?
You can use AeroLeads to view verified contact signals for Ivan Green, including work email, phone, and LinkedIn data when available.
What schools did Ivan Green attend?
Ivan Green studied at Thurston Community College.
What skills is Ivan Green known for?
Ivan Green is listed with skills including Wealth Management, Strategic Financial Planning, Relationship Management, Investments, Financial Services, Banking, Retail Banking, and Mortgage Lending.
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