Martin Benedicto, Fpfs

Martin Benedicto, Fpfs Email and Phone Number

Chartered Financial Planner @ TrinityBridge
London, GB
Martin Benedicto, Fpfs's Location
London, England, United Kingdom, United Kingdom
Martin Benedicto, Fpfs's Contact Details

Martin Benedicto, Fpfs work email

Martin Benedicto, Fpfs personal email

n/a
About Martin Benedicto, Fpfs

Martin Benedicto, Fpfs is a Chartered Financial Planner at TrinityBridge. They possess expertise in financial services, portfolio management, investments, pensions, financial planning and 11 more skills.

Martin Benedicto, Fpfs's Current Company Details
TrinityBridge

Trinitybridge

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Chartered Financial Planner
London, GB
Website:
bit.ly/4l025cO
Employees:
526
Martin Benedicto, Fpfs Work Experience Details
  • Trinitybridge
    Chartered Financial Planner
    Trinitybridge
    London, Gb
    View
  • Close Brothers Asset Management
    Chartered Financial Planner
    Close Brothers Asset Management Sep 2016 - Present
    London/Gatwick
    I work with private clients helping them to achieve their goals in life through building wealth; maintaining wealth and protecting their families.The advice I provide through the comprehensive Close Brothers Financial Planning offering is truly holistic and includes school fees planning; retirement planning; inheritance tax mitigation and investment planning.
    View
  • Rbs
    Chartered Financial Planner
    Rbs Jan 2013 - Aug 2016
    Mayfair, London.
    Providing holistic advice on a restricted advice model across all areas of financial planning focussed on high net worth private banking clients.
    View
  • Rbs Group
    Chartered Financial Planner (Ifa)
    Rbs Group Nov 2010 - Jan 2013
    London
    Providing holistic whole of market advice to high net worth / UHNW and commercial clients across retirement planning; investments; inheritance tax mitigation; long term care and personal and business protection
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  • Royal Bank Of Scotland
    Senior Financial Planning Manager
    Royal Bank Of Scotland Feb 2005 - Nov 2010
    London
    Provided advice on a tied basis to personal high net worth private banking clients across a range of areas including pensions; investments; regular premium savings and protection. During my time as an adviser I developed positive and professional relationships with lead introducers including the design and implementation of training seminars and one to one coaching.
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  • Kinleigh Financial Services Limited
    Mortgage Ifa
    Kinleigh Financial Services Limited Oct 2003 - Feb 2005
    London
    Independent mortgage adviser providing mortgage and protection advice to clients through the Kinleigh Folkward and Hayward estate agency network.
    View

Martin Benedicto, Fpfs Skills

Financial Services Portfolio Management Investments Pensions Financial Planning Private Banking Wealth Management Relationship Management Retirement Planning Financial Advisory Investment Advisory Finance Strategic Financial Planning Income Protection Banking Retirement

Martin Benedicto, Fpfs Education Details

Frequently Asked Questions about Martin Benedicto, Fpfs

What company does Martin Benedicto, Fpfs work for?

Martin Benedicto, Fpfs works for Trinitybridge

What is Martin Benedicto, Fpfs's role at the current company?

Martin Benedicto, Fpfs's current role is Chartered Financial Planner.

What is Martin Benedicto, Fpfs's email address?

Martin Benedicto, Fpfs's email address is ma****@****ers.com

What schools did Martin Benedicto, Fpfs attend?

Martin Benedicto, Fpfs attended Anglia Ruskin University.

What skills is Martin Benedicto, Fpfs known for?

Martin Benedicto, Fpfs has skills like Financial Services, Portfolio Management, Investments, Pensions, Financial Planning, Private Banking, Wealth Management, Relationship Management, Retirement Planning, Financial Advisory, Investment Advisory, Finance.

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