Malcolm Wallace

Malcolm Wallace Email and Phone Number

Director and Financial Planner @ Parsonage Ltd Chartered Financial Planners
Liverpool, GB
Malcolm Wallace's Location
Greater Liverpool Area, United Kingdom
Malcolm Wallace's Contact Details

Malcolm Wallace work email

Malcolm Wallace personal email

About Malcolm Wallace

Independent Financial adviser offering expert, unbiased advice on:- Mortgages (residential & buy to let);- Protection (personal and business);- Pensions;- Investments; and- Equity Release.I am looking to attract customers or introducers for any of the above areas for either one off advice, or for ongoing financial reviews.Specialties: Mortgages, protection, pensions, savings, investments, insurance, general insurance, equity release, buy to let.

Malcolm Wallace's Current Company Details
Parsonage Ltd Chartered Financial Planners

Parsonage Ltd Chartered Financial Planners

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Director and Financial Planner
Liverpool, GB
Website:
parsonagefinancial.co.uk
Employees:
8
Malcolm Wallace Work Experience Details
  • Parsonage Ltd Chartered Financial Planners
    Director And Financial Planner
    Parsonage Ltd Chartered Financial Planners
    Liverpool, Gb
    View
  • Parsonage Ltd Chartered Financial Planners
    Director / Financial Planner
    Parsonage Ltd Chartered Financial Planners Nov 2015 - Present
    Altrincham
    View
  • Ernest Grant
    Director And Financial Adviser
    Ernest Grant Jan 2012 - Aug 2017
    View
  • Redwood Independent Financial Planning Ltd.
    Managing Director
    Redwood Independent Financial Planning Ltd. Apr 2010 - Jun 2016
    Independent financial advice on pensions, investments, mortgages and insurance.
  • Eqi Independent Ltd
    Senior Adviser
    Eqi Independent Ltd May 2003 - Apr 2010
    Runcorn
    Independent adviser
  • Newleaf Mortgages
    Trainee Mortgage Adviser
    Newleaf Mortgages Jun 2002 - May 2003
    Liverpool, United Kingdom
    Trainee Mortgage Adviser for an independent mortgage and protection advisory company.

Malcolm Wallace Skills

Pensions Investments Financial Advisory Savings Protection Insurance Mortgage Lending Retirement Planning Financial Services Income Protection Personal Finance Wealth Management Wealth Retirement Strategic Financial Planning Inheritance Tax Planning Equity Release Independent Financial Advice Critical Illness Investment Strategies Relationship Management Risk Management General Insurance Buy To Let Residential Mortgages Investment Advisory Estate Planning High Net Worth Individuals Credit Employee Benefits Mutual Funds Financial Planners Life Insurance Banking Fixed Annuities Wealth Management Services Asset Allocation

Malcolm Wallace Education Details

Frequently Asked Questions about Malcolm Wallace

What company does Malcolm Wallace work for?

Malcolm Wallace works for Parsonage Ltd Chartered Financial Planners

What is Malcolm Wallace's role at the current company?

Malcolm Wallace's current role is Director and Financial Planner.

What is Malcolm Wallace's email address?

Malcolm Wallace's email address is ma****@****ail.com

What schools did Malcolm Wallace attend?

Malcolm Wallace attended University Of Liverpool, Université De Bourgogne, Immingham School.

What skills is Malcolm Wallace known for?

Malcolm Wallace has skills like Pensions, Investments, Financial Advisory, Savings, Protection, Insurance, Mortgage Lending, Retirement Planning, Financial Services, Income Protection, Personal Finance, Wealth Management.

Who are Malcolm Wallace's colleagues?

Malcolm Wallace's colleagues are Sarah Farrar, Fares Obeidat, Dylan Fernandes, Chloe Hodgins.

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