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Manuel Marcos Dip Pfs is listed as Senior Paraplanner at Willson Grange - Independent Financial Advisers at Willson Grange Group, based in West Kirby, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Manuel Marcos Dip Pfs.
Manuel Marcos Dip Pfs previously worked as Senior Paraplanner at Willson Grange Group and General Adviser at Citizens Advice Bureau, Liverpool. Manuel Marcos Dip Pfs holds Af5 Financial Planning Process from Chartered Insurance Institute.
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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.
Listed skills include Pensions, Wealth Management, Inheritance Tax Planning, Retirement Savings, and 6 others.
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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.
Liverpool, United Kingdom
Madrid Area, Spain
Quick answers generated from the profile data available on this page.
Manuel Marcos Dip Pfs works for Willson Grange Group.
Manuel Marcos Dip Pfs is listed as Senior Paraplanner at Willson Grange - Independent Financial Advisers at Willson Grange Group.
Manuel Marcos Dip Pfs is based in West Kirby, England, United Kingdom while working with Willson Grange Group.
Manuel Marcos Dip Pfs has worked for Willson Grange Group, Citizens Advice Bureau, Liverpool, Liverpool Town Hall, and Medical Claims International.
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Manuel Marcos Dip Pfs holds Af5 Financial Planning Process from Chartered Insurance Institute.
Manuel Marcos Dip Pfs is listed with skills including Pensions, Wealth Management, Inheritance Tax Planning, Retirement Savings, Investment Strategies, Strategic Financial Planning, Retirement Planning, and Investments.
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