Jamie Greaves Fpfs

Jamie Greaves Fpfs Email and Phone Number

Chartered Financial Planner @ Greaves Wealth Management Ltd
Jamie Greaves Fpfs's Location
Leeds, England, United Kingdom, United Kingdom
About Jamie Greaves Fpfs

I have worked as a Wealth Manager for over 15 years building relationships with clients and their beneficiaries.My programme covers the main stages of Wealth Management, which include financial, estate and legacy planning.Jamie Greaves - Dip PFS Cert CII (FS)Greaves Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesGreaves Wealth Management is a trading name of Greaves Financial Services LtdSJP Approved XX/XX/XXXX

Jamie Greaves Fpfs's Current Company Details
Greaves Wealth Management Ltd

Greaves Wealth Management Ltd

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Chartered Financial Planner
Jamie Greaves Fpfs Work Experience Details
  • Greaves Wealth Management Ltd
    Managing Director
    Greaves Wealth Management Ltd Sep 2010 - Present
    Leeds, United Kingdom
    View
  • Greaves Wealth Management Ltd
    Wealth Management Advisor
    Greaves Wealth Management Ltd Mar 2002 - Sep 2010
    Leeds, England, United Kingdom
    Wealth Management Consultant - Helping people build and preserve capital as tax efficiently as possible
    View
  • Grove Square Mortgages
    Mortgage Specialist
    Grove Square Mortgages Jun 1998 - Mar 2002
    Leeds, West Yorkshire, England
    Residential and Commercial Finance Consultant

Jamie Greaves Fpfs Skills

Financial Advisory Financial Planners Stakeholder Management Pensions Insurance Retirement Planning Portfolio Management Tax Investments Financial Risk Mortgage Lending Finance Income Protection Financial Services Asset Managment Wealth Management Business Planning Strategic Financial Planning Investment Strategies Asset Management Change Management Protection Small Business Inheritance Tax Planning

Frequently Asked Questions about Jamie Greaves Fpfs

What company does Jamie Greaves Fpfs work for?

Jamie Greaves Fpfs works for Greaves Wealth Management Ltd

What is Jamie Greaves Fpfs's role at the current company?

Jamie Greaves Fpfs's current role is Chartered Financial Planner.

What skills is Jamie Greaves Fpfs known for?

Jamie Greaves Fpfs has skills like Financial Advisory, Financial Planners, Stakeholder Management, Pensions, Insurance, Retirement Planning, Portfolio Management, Tax, Investments, Financial Risk, Mortgage Lending, Finance.

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