Manuel Marcos Dip Pfs Email and Phone Number
Manuel Marcos Dip Pfs personal email
- Valid
I am a young professional, passionate about clients who enjoys keeping up to date with financial affairs and changing regulation. I am Diploma qualified and two exams away from achieving the CII Advanced Diploma in Financial Planning. I focus on understanding clients' personal and financial situations, current and future needs, and objectives in order to provide clients with personalised solutions to the financial issues that concern them most.My advice covers all areas of wealth management, including, retirement planning, wealth protection, Inheritance Tax planning, savings and investments.As a Senior Paraplanner at Willson Grange - Independent Financial Advisers, my emphasis is to provide advisers and paraplanners with support to ensure that clients receive the best possible advice.
-
Senior ParaplannerWillson Grange Group Dec 2011 - PresentWirralSenior paraplanner at Willson Grange principal partner of St. James’s Place from December 2011 until September 2020. Senior paraplanner at Willson Grange - Independent Financial Advisers currently. Understanding clients' personal and financial situations, current and future needs, and objectives in order to provide clients from different backgrounds with personalised solutions to the financial issues that concern them. -
General AdviserCitizens Advice Bureau, Liverpool Oct 2010 - Oct 2011Liverpool, United Kingdom -
Events CoordinatorLiverpool Town Hall Dec 2009 - Oct 2010Liverpool, United Kingdom
-
International Medical Claims HandlerMedical Claims International Aug 2008 - Oct 2009Madrid Area, Spain
Manuel Marcos Dip Pfs Skills
Manuel Marcos Dip Pfs Education Details
-
Chartered Insurance InstituteAf5 Financial Planning Process -
Chartered Insurance InstituteJ05 Pension Income Options -
Chartered Insurance InstitutePension Planning -
The Chartered Insurance InstituteFinancial Planning (R01 - R06) -
Business Studies
Frequently Asked Questions about Manuel Marcos Dip Pfs
What company does Manuel Marcos Dip Pfs work for?
Manuel Marcos Dip Pfs works for Willson Grange Group
What is Manuel Marcos Dip Pfs's role at the current company?
Manuel Marcos Dip Pfs's current role is Senior Paraplanner at Willson Grange - Independent Financial Advisers.
What is Manuel Marcos Dip Pfs's email address?
Manuel Marcos Dip Pfs's email address is ma****@****ail.com
What schools did Manuel Marcos Dip Pfs attend?
Manuel Marcos Dip Pfs attended Chartered Insurance Institute, Chartered Insurance Institute, Chartered Insurance Institute, The Chartered Insurance Institute, The University Of Glamorgan, Universidad Complutense De Madrid.
What are some of Manuel Marcos Dip Pfs's interests?
Manuel Marcos Dip Pfs has interest in Keeping Fit, Being Active And Socialising.
What skills is Manuel Marcos Dip Pfs known for?
Manuel Marcos Dip Pfs has skills like Pensions, Wealth Management, Inheritance Tax Planning, Retirement Savings, Investment Strategies, Strategic Financial Planning, Retirement Planning, Investments, Investment Portfolio, Income Protection.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial