Keith Pressler

Keith Pressler Email and Phone Number

Chartered Financial Planner @ Becketts01253 202881 @ Becketts
united kingdom
Keith Pressler's Location
Greater Preston Area, United Kingdom
Keith Pressler's Contact Details

Keith Pressler work email

Keith Pressler personal email

n/a

Keith Pressler phone numbers

About Keith Pressler

Specialties: I specialise in investigating, creating and maintaining financial planning strategies for High Net Worth (HNW) individuals and business owners. This will include tax planning, risk profiling, retirement planning, investment management and protection.

Keith Pressler's Current Company Details
Becketts

Becketts

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Chartered Financial Planner @ Becketts01253 202881
united kingdom
Employees:
2
Keith Pressler Work Experience Details
  • Becketts
    Chartered Financial Planner
    Becketts Oct 2024 - Present
    Poulton-Le-Fylde, England, United Kingdom
    View
  • Mattioli Woods Plc
    Senior Consultant
    Mattioli Woods Plc Sep 2015 - Oct 2024
    My role is to develop business opportunities to grow a North West hub for the group.
    View
  • Taylor Patterson
    Director
    Taylor Patterson Aug 2012 - Sep 2015
    Following my successful completion of the Taylor Patterson 'Associate Director' leadership training programme, I was promoted to Company Director in August 2012.
  • Taylor Patterson
    Associate Director
    Taylor Patterson Aug 2011 - Aug 2012
    I have recently joined Taylor Patterson’s senior management programme for those individuals who want to grow and develop the business with a view to being Directors and Shareholders in the Group.
  • Taylor Patterson
    Business Development Manager
    Taylor Patterson Aug 2009 - Jul 2011
  • Taylor Patterson
    Wealth Management Adviser
    Taylor Patterson Apr 2000 - Jul 2009
  • Royal Bank Of Scotland
    Manager
    Royal Bank Of Scotland Aug 1990 - Apr 2000
    Here I gained 10 years experience within the banking and finance industry.

Keith Pressler Skills

Pensions Wealth Management Retirement Planning Inheritance Tax Planning Strategic Financial Planning Investments Financial Advisory Financial Planning Protection Sipp Management Key Person Insurance Strategic Planning Shareholder Protection High Net Worth Individuals Financial Planners Business Development Business Planning Investment Strategies Business Strategy Analysis Services Wealth Business Ssas Chartered Financial Planner

Keith Pressler Education Details

  • Holy Cross R C High School
    Holy Cross R C High School

Frequently Asked Questions about Keith Pressler

What company does Keith Pressler work for?

Keith Pressler works for Becketts

What is Keith Pressler's role at the current company?

Keith Pressler's current role is Chartered Financial Planner @ Becketts01253 202881.

What is Keith Pressler's email address?

Keith Pressler's email address is ke****@****t.co.uk

What is Keith Pressler's direct phone number?

Keith Pressler's direct phone number is 44 1772 55*****

What schools did Keith Pressler attend?

Keith Pressler attended Holy Cross R C High School.

What skills is Keith Pressler known for?

Keith Pressler has skills like Pensions, Wealth Management, Retirement Planning, Inheritance Tax Planning, Strategic Financial Planning, Investments, Financial Advisory, Financial Planning, Protection, Sipp, Management, Key Person Insurance.

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