Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Jade Soutter-Davies Dippfs is listed as Independent Financial Adviser at AFH Wealth Management, a company with 394 employees, based in Mitcheldean, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Jade Soutter-Davies Dippfs.
Jade Soutter-Davies Dippfs previously worked as Personal and Corporate Financial Adviser at Harrier Financial Services A G C Limited and Operations Manager and Pensions Consultant at Barnett Waddingham Llp. Jade Soutter-Davies Dippfs holds Bachelor Of Arts (B.A.), English Literature (British And Commonwealth) from University Of Gloucestershire.
This section adds company-level context without repeating Jade Soutter-Davies Dippfs's masked contact details.
Review company-level records connected to Jade Soutter-Davies Dippfs before choosing the right outreach path.
I am an Independent Financial Adviser at AFH Wealth Management providing independent and impartial advice to both individual and corporate clients.With over 10 years’ experience within the financial services sector, I am passionate about helping my clients and their families achieve their financial aspirations. I have achieved qualifications in a wide area of financial services to provide my clients with holistic financial planning. I am continuing to study to become a Level 6 Chartered Financial Planner with the Personal Finance Society.I provide advice in a wide range of areas, including retirement planning, long term care, mortgages, equity release, inheritance tax and estate planning, protection and investments. Given AFH Wealth Management’s independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company’s size to obtain competitive charges not available to the majority of smaller firms.Outside of work, I enjoy exercising with friends, listening to live music and getting out in the garden.To arrange an informal, no-obligation meeting, contact me via jade.soutter-davies@afhgroup.com.
Listed skills include Social Media, Marketing, Friendly Personality, Financial Services, and 28 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Gloucestershire, England, United Kingdom
I am a fully qualified Independent Financial Adviser and aim to bring you an approachable financial planning service. I will work with you to help determine what your financial goals and aspirations really look like and set you on your path to achieving these goals through independent and impartial financial advice. Whether you want to start investing for.
The Forest Of Dean
At Harrier Financial Services, I acted as the main Financial Adviser for all clients based in Gloucestershire and The Wye Valley. I worked with existing clients (individuals and employers) to reconfirm their financial goals and objectives and review whether their current policies and investments were still on track and suitable.I also took on many new.
Cheltenham
During this role, I continued to act as a Client Account Manager for Employer's pension arrangements, being their first point of contact, signing off and presenting annual governance reports for clients and providing workplace presentations regarding the employee benefits available to staff and giving regulatory and legislative updates. I continued the.
From Client Support, I progressed to Team Leader for the Client Support team in Cheltenham. As this role progressed, my managerial scope widen to leading the Support teams within the Liverpool, Bromsgrove and Amersham offices too. During my time as Client Support Manager, I was still undertaking my client facing duties and managing a portfolio of Pension.
I started off at Barnett Waddingham as Client Support for Employers who already had or needed new auto enrolment and group risk schemes.This role consisted of working with the Employer's HR representative (typically payroll & benefit coordinators) to ensure the smooth and successful implementation of new pension and group risk schemes. I would provide.
Cheltenham
During my time at Vauxhall, I worked with the sales team to help bring in new business and match potential new clients to the right type of vehicle for them.I managed the live chat facility on the website to help new and existing clients with all queries, from booking them in for appointments to troubleshooting and complaint handling.I also worked on the.
Other employees you can reach at afhwm.co.uk. View company contacts for 394 employees →
Simon Gibbs
Colleague at Afh Wealth ManagementGreater Colchester Area, United Kingdom
View →
IH
Ilke Humphries
Colleague at Afh Wealth ManagementFlitwick, England, United Kingdom, United Kingdom
View →
GW
Guy Whitmore
Colleague at Afh Wealth ManagementLeicester, England, United Kingdom, United Kingdom
View →
RS
Richard Shellard
Colleague at Afh Wealth ManagementSittingbourne, England, United Kingdom, United Kingdom
View →
JB
Julie Buxton Mifs Dipfa
Colleague at Afh Wealth ManagementLeicester, England, United Kingdom, United Kingdom
View →
SH
Sally Holland
Colleague at Afh Wealth ManagementWest Midlands, England, United Kingdom, United Kingdom
View →
ES
Ella Stanton
Colleague at Afh Wealth ManagementRoyal Leamington Spa, England, United Kingdom, United Kingdom
View →
SB
Shane Beardsley
Colleague at Afh Wealth ManagementKingston Upon Hull, England, United Kingdom, United Kingdom
View →
NT
Nathan Trowbridge
Colleague at Afh Wealth ManagementUnited Kingdom, United Kingdom
View →
JC
Jamie Chilton
Colleague at Afh Wealth ManagementBromsgrove, England, United Kingdom, United Kingdom
View →
Activities and Societies: Netball
Quick answers generated from the profile data available on this page.
Jade Soutter-Davies Dippfs works for AFH Wealth Management.
Jade Soutter-Davies Dippfs is listed as Independent Financial Adviser at AFH Wealth Management.
Jade Soutter-Davies Dippfs is based in Mitcheldean, England, United Kingdom while working with AFH Wealth Management.
Jade Soutter-Davies Dippfs has worked for Afh Wealth Management, Harrier Financial Services A G C Limited, Barnett Waddingham Llp, Barnett Waddingham, and Baylis Vauxhall.
Jade Soutter-Davies Dippfs's colleagues at AFH Wealth Management include Simon Gibbs, Ilke Humphries, Guy Whitmore, Richard Shellard, and Julie Buxton Mifs Dipfa.
You can use AeroLeads to view verified contact signals for Jade Soutter-Davies Dippfs at AFH Wealth Management, including work email, phone, and LinkedIn data when available.
Jade Soutter-Davies Dippfs holds Bachelor Of Arts (B.A.), English Literature (British And Commonwealth) from University Of Gloucestershire.
Jade Soutter-Davies Dippfs is listed with skills including Social Media, Marketing, Friendly Personality, Financial Services, Enthusiastic Self Starter, Charismatic Leadership, Customer Service, and Social Media Marketing.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts