Ryan Oates Email and Phone Number
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I am a Chartered Independent Financial Adviser in the Corporate Services team at SG Wealth Management. I have worked with many different organisations, my clients range from SME's to PLC household names.I believe I have made a positive impact on many employees' financial and health wellbeing as a result of working with their employers. My approach throughout has been to work out the objectives of the employer, clearly communicate the technical financial issues, offer options and recommendations and then work with those clients to provide solutions. I really value the relationship which I develop with clients and the satisfaction of achieving the best result for them. I really enjoy getting to know my clients' businesses and taking care of their Workplace Pension and Employee Benefits whilst they concentrate on their business. My specialties are advising on Workplace Pensions, Employee Benefits (i.e Group Life and Group Private Medical Cover) and Business Protection (Shareholder and Key Person Protection).I really enjoy presentations and completing onsite workshops for employees.
Sg Corporate Services
View- Website:
- sgcorporateservices.co.uk
- Employees:
- 6
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Corporate Services DirectorSg Corporate Services Feb 2016 - PresentNorwich, United KingdomWe help ambitious companies reward, support and retain employees. Every employer is different. That means they have different employees, processes and objectives – and therefore different needs and priorities for their Workplace Pension(s) and Employee Benefits.A successful workplace pension or employee benefit can provide employees with financial security and reinforce your position as a caring employer.We’re a dedicated team that works only with businesses. Our technical… Show more We help ambitious companies reward, support and retain employees. Every employer is different. That means they have different employees, processes and objectives – and therefore different needs and priorities for their Workplace Pension(s) and Employee Benefits.A successful workplace pension or employee benefit can provide employees with financial security and reinforce your position as a caring employer.We’re a dedicated team that works only with businesses. Our technical knowledge, commitment and client-friendly service means we get to know what works for you.We’re qualified, professional, supportive and ultimately impartial. Show less -
Corporate Services ManagerSg Wealth Management Ltd Feb 2016 - Present -
Independent Financial AdviserBrancaster House Sep 2014 - Jan 2016Norwich, United KingdomI have a keen interest in Corporate Finance, Discretionary Fund Management and using Voyant software to help clients understand all aspects of their current and future financial plan. I am currently studying towards the Advanced Diploma in Regulated Financial Planning, I intend to become a Chartered Financial Planner in 2016. -
Trainee Independent Financial AdviserBrancaster House Feb 2013 - Jun 2015Norwich, United KingdomI am currently studying towards the Diploma in Regulated Financial Planning, I intend to become a Chartered Financial Adviser. I have a keen interest in Corporate Finance, Discretionary Fund Management and using Voyant to help clients understand their financial plan visually.I currently have my own client base that I provide Mortgage Advice to. -
Part-Time SalespersonHughes Electrical 2006 - Jan 2012East AngliaLargest Independent Electrical Retailer in the UK - EDP's Business of the Year 2011Responsibilities;-Dealing with all customers, identifying needs, making recommendations and then closing the sale-Stock management- including audit reports, merchandising and efficiency reports-Achieving targets – hitting sales, add-ons, warranty, profitability targets on a weekly, monthly, quarterly and yearly basisAchievements;-Proven history of success – 6 years of… Show more Largest Independent Electrical Retailer in the UK - EDP's Business of the Year 2011Responsibilities;-Dealing with all customers, identifying needs, making recommendations and then closing the sale-Stock management- including audit reports, merchandising and efficiency reports-Achieving targets – hitting sales, add-ons, warranty, profitability targets on a weekly, monthly, quarterly and yearly basisAchievements;-Proven history of success – 6 years of achieving every target, continuously ranked number 1 part-time salesperson -Represented the company at a number of leading commercial shows around the country-Presented and pitched to a number of institutions that had large audiences Show less
Ryan Oates Skills
Ryan Oates Education Details
Frequently Asked Questions about Ryan Oates
What company does Ryan Oates work for?
Ryan Oates works for Sg Corporate Services
What is Ryan Oates's role at the current company?
Ryan Oates's current role is Workplace Pensions and Employee Benefits - SG Corporate Services.
What is Ryan Oates's email address?
Ryan Oates's email address is ry****@****t.co.uk
What schools did Ryan Oates attend?
Ryan Oates attended University Of East Anglia.
What are some of Ryan Oates's interests?
Ryan Oates has interest in Golf, Football, Current Business/economic Affairs.
What skills is Ryan Oates known for?
Ryan Oates has skills like Sales, Customer Service, Finance, Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, Powerpoint, Time Management, Team Leadership, Account Management, Marketing Strategy.
Who are Ryan Oates's colleagues?
Ryan Oates's colleagues are Vinod Kumar G N.
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Ryan Oates
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Ryan Oates
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