Manuel Marcos Dip Pfs

Manuel Marcos Dip Pfs Email and Phone Number

Senior Paraplanner at Willson Grange - Independent Financial Advisers @ Willson Grange Group
Manuel Marcos Dip Pfs's Location
West Kirby, England, United Kingdom, United Kingdom
Manuel Marcos Dip Pfs's Contact Details

Manuel Marcos Dip Pfs personal email

About Manuel Marcos Dip Pfs

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.

Manuel Marcos Dip Pfs's Current Company Details
Willson Grange Group

Willson Grange Group

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Senior Paraplanner at Willson Grange - Independent Financial Advisers
Manuel Marcos Dip Pfs Work Experience Details
  • Willson Grange Group
    Senior Paraplanner
    Willson Grange Group Dec 2011 - Present
    Wirral
    Senior 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.
  • Citizens Advice Bureau, Liverpool
    General Adviser
    Citizens Advice Bureau, Liverpool Oct 2010 - Oct 2011
    Liverpool, United Kingdom
  • Liverpool Town Hall
    Events Coordinator
    Liverpool Town Hall Dec 2009 - Oct 2010
    Liverpool, United Kingdom
  • Medical Claims International
    International Medical Claims Handler
    Medical Claims International Aug 2008 - Oct 2009
    Madrid Area, Spain

Manuel Marcos Dip Pfs Skills

Pensions Wealth Management Inheritance Tax Planning Retirement Savings Investment Strategies Strategic Financial Planning Retirement Planning Investments Investment Portfolio Income Protection

Manuel Marcos Dip Pfs Education Details

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.

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