Kevin Bray Pension Wise Guidance Specialist Email and Phone Number
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"
Citizens Advice Chelmsford
View- Website:
- chelmsfordcab.org
- Employees:
- 8
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Pension Wise Guidance SpecialistCitizens Advice Chelmsford Sep 2024 - PresentChelmsford, England, United Kingdom -
Chartered Financial PlannerDavid Jameson Ltd Financial Advisers Dec 2020 - PresentEssex, England, United Kingdom
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Independent Financial Advisor At E C Financial Services, ChelmsfordE C Financial Services Ltd Dec 2013 - Nov 2019122, New London Road, Chelmsford, Essex, Cm2 0RgCII Chartered Financial Planner, Fellow of the Personal Finance Society, Pension Transfer Specialist.
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Chartered Financial Planner At E C Financial Services ChelmsfordE C Financial Services Ltd Dec 2013 - Nov 2019122, New London Road, Chelmsford, Cm2 0Rg
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Independent Financial AdvisorHarris Knights And Co Jan 2013 - Dec 2013Ltc & Equity Release. Soc Of Trustee & Estate Practitioners ("Step") Certificate -
Private BankerCoutts Oct 2010 - Oct 2012Cisi Private Client Investment Advice And Management (Pciam") -
Senior Private Banking ManagerNatwest. Chelmsford Branch Oct 2000 - Oct 2010Chartered Insurance Institute.Diploma In Financial Planning Qualified.("Dippfs")
Kevin Bray Pension Wise Guidance Specialist Education Details
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Chartered Insurance InstituteFinancial 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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