Lee Bloomfield Dipcii

Lee Bloomfield Dipcii Email and Phone Number

Independent Financial Adviser @ Quattro Wealth Limited
united kingdom
Lee Bloomfield Dipcii's Location
Shepperton, England, United Kingdom, United Kingdom
About Lee Bloomfield Dipcii

Director of Quattro Wealth Ltd, Co-founded the business in March 2013 with Brian Astridge and Tim Hawkins. Collectively we have in excess of 75 years experience in an advisory capacity.We deliver a highly personal and focused service, built around developing long term relationships to our predominantly business owner client base. We are proud to offer independent financial advice and remain committed to this approach, as we believe this provides an optimal client experience and outcome.Quattro Wealth contracts its services to Wren Sterling, an established national IFA firm.http://www.quattrowealth.com

Lee Bloomfield Dipcii's Current Company Details
Quattro Wealth Limited

Quattro Wealth Limited

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Independent Financial Adviser
united kingdom
Website:
quattrowealth.co.uk
Employees:
3
Lee Bloomfield Dipcii Work Experience Details
  • Quattro Wealth Limited
    Director
    Quattro Wealth Limited Apr 2013 - Present
    Weybridge
    An experienced financial advisor having spent in excess of 14 years in the industry in an advisory capacity. Main focus has been on the provision of advice to business owners in both a commercial and personal capacity.
    View
  • Hsbc
    Commercial Financial Adviser
    Hsbc Sep 2005 - Mar 2013
    Guildford & Weybridge
    Providing Financial advice to Commercial and their Directors within the SME sector. Specialising in Investment solutions, Pension advice and Business protection.
    View

Lee Bloomfield Dipcii Skills

Banking Credit Retail Banking Portfolio Management Relationship Management Retirement Planning Investments Pensions Wealth Management Retirement Financial Advisory Strategic Financial Planning Wealth Finance Management Financial Services Small Business Wealth Management Services Inheritance Tax Planning

Lee Bloomfield Dipcii Education Details

  • Bohunt Comprehensive School
    Bohunt Comprehensive School

Frequently Asked Questions about Lee Bloomfield Dipcii

What company does Lee Bloomfield Dipcii work for?

Lee Bloomfield Dipcii works for Quattro Wealth Limited

What is Lee Bloomfield Dipcii's role at the current company?

Lee Bloomfield Dipcii's current role is Independent Financial Adviser.

What schools did Lee Bloomfield Dipcii attend?

Lee Bloomfield Dipcii attended Bohunt Comprehensive School.

What skills is Lee Bloomfield Dipcii known for?

Lee Bloomfield Dipcii has skills like Banking, Credit, Retail Banking, Portfolio Management, Relationship Management, Retirement Planning, Investments, Pensions, Wealth Management, Retirement, Financial Advisory, Strategic Financial Planning.

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