Keith Thomson Email & Phone Number

Glasgow, United Kingdom

www.thomsonwealth.co.uk

Scotland

The Private Banking division of RBS deals with the bank’s top clients. As a Private Manager Keith was responsible for provision of regulated investment advice across the banks discretionary managed portfolios and structured deposits and investments. He also ensured that any further client regulatory advisory requirements were met by the banks independent.

Glasgow, United Kingdom

Argyle Consulting are a medium sized independently owned IFA company. As a Consultant Keith provided advice to a portfolio of clients both corporate and individual. He was responsible for the maintenance of long-term successful and productive client relationships. This involves the provision of an efficient advisory service across the full range of.

Glasgow, United Kingdom

PFS is a bespoke IFA Wealth Management practice. The role was technically demanding and provided valuable experience, especially client relationship management. The office had a wide range of business but specialised in investment and Inheritance tax planning with both corporate and high net worth clients.

Glasgow

Aon Consulting are a major part of the Aon Corporation, a Multi National American Risk Company. Keith's department specialised in advising small to medium sized corporate entities on employee and executive benefits. He also worked in conjunction with actuarial and consultancy colleagues on larger corporate clients.