Kevin Bray Pension Wise Guidance Specialist

Kevin Bray Pension Wise Guidance Specialist Email and Phone Number

Pension Wise offers free and impartial guidance to help understand your retirement options. @ Citizens Advice Chelmsford
chelmsford, essex, united kingdom
Kevin Bray Pension Wise Guidance Specialist's Location
United Kingdom, United Kingdom
About Kevin Bray Pension Wise Guidance Specialist

Kevin Bray Pension Wise Guidance Specialist is a Pension Wise offers free and impartial guidance to help understand your retirement options. at Citizens Advice Chelmsford. Colleagues describe them as "Kevin takes the time to listen to his clients before making recommendations. He is calm, efficient and highly knowledgeable and professional. I would have no hesitation in recommending Kevin as he operates with integrity and genuinely wants to meet his clients needs. I had the good fortune to work with Kevin when I was new to the adviser role. Kevin was always ready to offer help and guidance and was very supportive to me whilst developing in the role. Kevin came with me to some of… Show more" and "I owe Kevin a huge amount of gratitude for the opportunities and support he provided me when I was new to role. He saw enough in me to give me an opportunity and train me as an IFA which many others may not have done. He was my boss and mentor and it was obvious from day one that his main interest/agenda was helping me develop. He clearly found this very rewarding and gave me belief during the times I struggled with the many facets of the job. This constituted technical knowledge, exam… Show more"

Kevin Bray Pension Wise Guidance Specialist's Current Company Details
Citizens Advice Chelmsford

Citizens Advice Chelmsford

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Pension Wise offers free and impartial guidance to help understand your retirement options.
chelmsford, essex, united kingdom
Employees:
8
Kevin Bray Pension Wise Guidance Specialist Work Experience Details
  • Citizens Advice Chelmsford
    Pension Wise Guidance Specialist
    Citizens Advice Chelmsford Sep 2024 - Present
    Chelmsford, England, United Kingdom
  • David Jameson Ltd Financial Advisers
    Chartered Financial Planner
    David Jameson Ltd Financial Advisers Dec 2020 - Present
    Essex, England, United Kingdom
  • E C Financial Services Ltd
    Independent Financial Advisor At E C Financial Services, Chelmsford
    E C Financial Services Ltd Dec 2013 - Nov 2019
    122, New London Road, Chelmsford, Essex, Cm2 0Rg
    CII Chartered Financial Planner, Fellow of the Personal Finance Society, Pension Transfer Specialist.
  • E C Financial Services Ltd
    Chartered Financial Planner At E C Financial Services Chelmsford
    E C Financial Services Ltd Dec 2013 - Nov 2019
    122, New London Road, Chelmsford, Cm2 0Rg
  • Harris Knights And Co
    Independent Financial Advisor
    Harris Knights And Co Jan 2013 - Dec 2013
    Ltc & Equity Release. Soc Of Trustee & Estate Practitioners ("Step") Certificate
  • Coutts
    Private Banker
    Coutts Oct 2010 - Oct 2012
    Cisi Private Client Investment Advice And Management (Pciam")
  • Natwest. Chelmsford Branch
    Senior Private Banking Manager
    Natwest. Chelmsford Branch Oct 2000 - Oct 2010
    Chartered Insurance Institute.Diploma In Financial Planning Qualified.("Dippfs")

Kevin Bray Pension Wise Guidance Specialist Education Details

  • Chartered Insurance Institute
    Chartered Insurance Institute
    Financial Planning And Services

Frequently Asked Questions about Kevin Bray Pension Wise Guidance Specialist

What company does Kevin Bray Pension Wise Guidance Specialist work for?

Kevin Bray Pension Wise Guidance Specialist works for Citizens Advice Chelmsford

What is Kevin Bray Pension Wise Guidance Specialist's role at the current company?

Kevin Bray Pension Wise Guidance Specialist's current role is Pension Wise offers free and impartial guidance to help understand your retirement options..

What schools did Kevin Bray Pension Wise Guidance Specialist attend?

Kevin Bray Pension Wise Guidance Specialist attended Chartered Insurance Institute.

Who are Kevin Bray Pension Wise Guidance Specialist's colleagues?

Kevin Bray Pension Wise Guidance Specialist's colleagues are Steve Mack, Thomas Robinson-Fitzsimmons.

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