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@ntlworld.com
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Mark Williams, Chartered Fcsi is listed as Independent Financial Adviser and Planner at Menzies Wealth Management at Menzies Wealth Management Ltd, a company with 15 employees, based in Leatherhead, England, United Kingdom. AeroLeads shows a work email signal at ntlworld.com, phone signal with area code 201, and a matched LinkedIn profile for Mark Williams, Chartered Fcsi.
Mark Williams, Chartered Fcsi previously worked as Financial Planner at Menzies Wealth Management Ltd and Senior Wealth Planner at Sanlam Uk. Mark Williams, Chartered Fcsi holds Advanced Financial Planning, Pass With Merit from The Chartered Institute For Securities & Investment (The Cisi).
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AeroLeads found 1 current-domain work email signal for Mark Williams, Chartered Fcsi. Compare company email patterns before reaching out.
Wealth manager/financial adviser and planner with over 25 years experience of providing investment and holistic financial planning advice to individuals, families and businesses. Specialist in investments, pensions, retirement income and estate planning.Chartered Fellow of the CISICII/PFS Diploma in Financial PlanningAuthorised Pension Transfer Specialist (AF7), current Statement of Professional Standing, SPS.Contact 07973 268388
Listed skills include Portfolio Management, Equities, Asset Management, Investments, and 25 others.
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A career timeline built from the work history available for this profile.
Leatherhead, England, United Kingdom
As a Financial Planner at Menzies Wealth Management, I work closely with private clients, businesses and trusts to provide independent financial planning advice. By taking a holistic approach, plans are tailored to their individual circumstances and seek to meet their needs, goals and objectives. This includes savings and investments, retirement.
Guildford, United Kingdom
Following the acquisition of Pallant by Sanlam, I am now providing holistic financial planning and investment advice to my clients as part of a bigger team with excellent resources. Advice can either focussed on a specific area of financial planning or take an holistic approach considering all aspects, personal and financial, to identify actions to meet.
Guildford, United Kingdom
Financial adviser providing full financial planning advice to individuals, families and small-businesses owners. Only by fully understanding a clients individual needs and objectives is it possible to provide a truly bespoke financial plan.
London, United Kingdom
Financial adviser / wealth manager providing full financial planning advice to individuals, families and small-businesses owners. Specialist areas covered are retirement planning, including authorisation as a Pension Transfer Specialist, investments and inheritance tax planning. At Drewberry we look to help clients understand their financial options so.
London, United Kingdom
Wealth manager providing investment advice and financial and risk planning to individuals, small-business owners, and families who need the assistance of a qualified financial advice specialist. This includes, but is not limited to, advising on pension and retirement planning, saving goals, protection, estate planning and business-succession. At Berkeley.
South East England
Providing full financial planning services to clients, covering pensions, investments, protection and inheritance tax planning. Meeting clients face to face to build a relationship and gain an excellent understanding of their current situation and requirements. Researching and analysing all options. Making and presenting recommendations as appropriate..
London, United Kingdom
Jointly responsible for the active management of the UK equity portfolio (£500m) of the Lafarge UK Pension Plan (£2.5bn). Investment approach based on fundamental bottom-up company and financial analysis coupled with a strong understanding of the macro environment to identify stocks that offer superior returns. Built and managed the portfolio to.
London, United Kingdom
Managed the £330m 3i Group Pension Plan with sole responsibility for the active management of the UK equity and UK gilt portfolios. Significantly involved in tactical asset allocation. Additionally managed two in-house investment portfolios, one of quoted investments from company’s private equity business (approx £50m) and the other a UK large-cap equity.
London, United Kingdom
Contributed to the establishment and development of the London-based Canadian equity sales operation covering institutional clients across Europe. Marketed the firm’s research, trading and new issue products to clients. Managed and developed successful client relationships. Regular day-to-day contact with clients as well as the preparation and presentation.
London, United Kingdom
Canadian Equity Sales.
London, United Kingdom
Canadian equity sales.
Other employees you can reach at menzieswm.co.uk. View company contacts for 15 employees →
Eric Norman-Walker
Colleague at Menzies Wealth Management LtdGreater Guildford Area, United Kingdom, United Kingdom
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CW
Clare Willington
Colleague at Menzies Wealth Management LtdFareham, England, United Kingdom, United Kingdom
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AJ
Andrew Johnstone
Colleague at Menzies Wealth Management LtdGreater London, England, United Kingdom, United Kingdom
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Louise Walker
Colleague at Menzies Wealth Management LtdLondon, England, United Kingdom, United Kingdom
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EG
Erica Goodyer
Colleague at Menzies Wealth Management LtdWhiteley, England, United Kingdom, United Kingdom
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UA
Ufuk Alex Gunes
Colleague at Menzies Wealth Management LtdSouthampton, England, United Kingdom, United Kingdom
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SH
Sarah Hudson
Colleague at Menzies Wealth Management LtdSouthampton, England, United Kingdom, United Kingdom
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JW
Jodie Watling
Colleague at Menzies Wealth Management LtdUnited Kingdom, United Kingdom
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SG
Shannon Griffiths
Colleague at Menzies Wealth Management LtdGreater Southampton Area, United Kingdom
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VE
Vanessa Edmunds
Colleague at Menzies Wealth Management LtdUnited Kingdom, United Kingdom
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RDR Level 6
RDR Level 6
RDR Level 4
CFA Partner Programme
Quick answers generated from the profile data available on this page.
Mark Williams, Chartered Fcsi works for Menzies Wealth Management Ltd.
Mark Williams, Chartered Fcsi is listed as Independent Financial Adviser and Planner at Menzies Wealth Management at Menzies Wealth Management Ltd.
AeroLeads has found 1 work email signal at @ntlworld.com for Mark Williams, Chartered Fcsi at Menzies Wealth Management Ltd.
AeroLeads has found 2 phone signal(s) with area code 201 for Mark Williams, Chartered Fcsi at Menzies Wealth Management Ltd.
Mark Williams, Chartered Fcsi is based in Leatherhead, England, United Kingdom while working with Menzies Wealth Management Ltd.
Mark Williams, Chartered Fcsi has worked for Menzies Wealth Management Ltd, Sanlam Uk, Pallant Independent, Drewberry Wealth Management Limited, and Berkeley Burke & Co. Ltd..
Mark Williams, Chartered Fcsi's colleagues at Menzies Wealth Management Ltd include Eric Norman-Walker, Clare Willington, Andrew Johnstone, Louise Walker, and Erica Goodyer.
You can use AeroLeads to view verified contact signals for Mark Williams, Chartered Fcsi at Menzies Wealth Management Ltd, including work email, phone, and LinkedIn data when available.
Mark Williams, Chartered Fcsi holds Advanced Financial Planning, Pass With Merit from The Chartered Institute For Securities & Investment (The Cisi).
Mark Williams, Chartered Fcsi is listed with skills including Portfolio Management, Equities, Asset Management, Investments, Investment Management, Trading, Pensions, and Financial Analysis.
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