Jacqui Davidson-Slack. Fpfs, Fcsi Email & Phone Number

United Kingdom

United Kingdom

Having spent decades working for large banking, pension and investment management firms, I launched Premier Wealth Solutions Ltd to offer individuals and businesses truly impartial and independent financial advice. My aim is to focus not only on wealth creation and protection but on the values and aspirations that really matter to my clients, their families and their business. I have the time to spend with clients and build up a trusted relationship. A service with a… Show more Having spent decades working for large banking, pension and investment management firms, I launched Premier Wealth Solutions Ltd to offer individuals and businesses truly impartial and independent financial advice. My aim is to focus not only on wealth creation and protection but on the values and aspirations that really matter to my clients, their families and their business. I have the time to spend with clients and build up a trusted relationship. A service with a difference, where trust really matters and impartiality, independence together with the highest level of qualifications and sector experience, will provide you and your family with comfort and confidence. We care for you today to provide for your future, in every aspect of you financial wellbeing. Show less

United Kingdom

Manchester, United Kingdom

Arbuthnot Latham is one of the oldest city based private bank, offering a personalised personal and commercial banking service as well as wealth planning and an investment management service. I headed up the financial services division in the North West office working closely with my London based colleagues. Part of my remit was to grow the North West presence of the bank and to support the private and commercial banking team in delivering expert advice on how to protect and grow… Show more Arbuthnot Latham is one of the oldest city based private bank, offering a personalised personal and commercial banking service as well as wealth planning and an investment management service. I headed up the financial services division in the North West office working closely with my London based colleagues. Part of my remit was to grow the North West presence of the bank and to support the private and commercial banking team in delivering expert advice on how to protect and grow clients wealth.Continuity of relationships, trust and reliability are important values to me. Having been based in in Manchester for over 20 years, bridging my connections with other professional organisations who can often help and support clients looking for highly specialised advice, served well during my period at the bank.My experience and working with only a small and select number of clients, set me apart from my peers and allowed me the time to truly clients understand, prioritise and then achieve their goals. Show less

Manchester

Providing financial solutions to corporate and private clients working along side investment management teams and professional introducers. Enjoying presenting and now determined to "give back" to the industry by mentoring students and working with the Chartered Institute of Insurers (CII) as an assistant examiner and scrutineer. My time at Brewin Dolphin involved increasing and maintaining a high net worth client bank working closely with investment managers. As the office… Show more Providing financial solutions to corporate and private clients working along side investment management teams and professional introducers. Enjoying presenting and now determined to "give back" to the industry by mentoring students and working with the Chartered Institute of Insurers (CII) as an assistant examiner and scrutineer. My time at Brewin Dolphin involved increasing and maintaining a high net worth client bank working closely with investment managers. As the office grew I was also involved in implementing a growth strategy for the wealth planning proposition out of the Manchester office and a career development path for aspiring planners. Show less

Manchester, United Kingdom

Working with and developing a wealth planning team providing advice and support to the Actuarial function of this firm (Santhouse Whittington Actuaries). Heavily involved in specialist pensions advice around SSAS and SIPP products and advising clients with preparing for "A"day in 2006. Presentation work to media and business forums relating to pension legislation.

Gsce'S

Business Studies