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Paul Alker Apfs Fcsi Tep is listed as Senior Wealth Partner at Integritas Wealth Partners, a company with 7 employees, based in Jersey, Jersey, Jersey. AeroLeads shows a work email signal at integritaswealth.je and a matched LinkedIn profile for Paul Alker Apfs Fcsi Tep.
Paul Alker Apfs Fcsi Tep previously worked as Chartered Wealth Manager at Vantage Group (Channel Islands) and Director, Senior Client Advisor at Ubs. Paul Alker Apfs Fcsi Tep holds Business Studies from University Of Gloucestershire.
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Chartered Financial Planner, Chartered Wealth Manager FSCI, Independent Investment Specialist and Financial Planner, Retirement Planner (CII AF7 pension transfers qualification), life assurance for estate planning, RDR Level 6 investment qualified . With over 30 years experience in Financial Services, including advisory, management and business development in banking, trust and investments. STEP International Diploma qualified to ensure that I am able to have the technical knowledge and understanding for clients who either require structuring, or may have existing wealth structures in place that need the assistance of an experienced financial planner. Have a strong interest in ESG, charitable and philanthropic sector.Integritas Wealth Partners - Providing bespoke wealth management services.The term “Partners” refers to how we work with you to help you meet your financial goals, while developing an understanding of what is important to you, your values and your aspirations. We are focused on developing long-term relationships based on trust and integrity and take pride in placing our clients’ best interests at the forefront of everything we do.Integritas is committed to setting high professional standards and places strong emphasis on ensuring that industry knowledge remains relevant and current. Advisers of Integritas are experienced wealth management professionals, having worked at leading global financial institutions.Integritas Wealth Partners is also an appointed adviser of St. James’s Place International, part of the award-winning St. James’s Place Wealth Management Group, a new and exciting development that allows us to be able to advise you in relation to certain St. James’s Place International Products that are usually only available in the UK through members of the St. James’s Place Partnership. The combination of market-leading solutions and local expertise with a deep understanding of our clients’ needs provides the strength and flexibility in this ever-changing industry.
Listed skills include Investments, Portfolio Management, Wealth Management, Asset Managment, and 23 others.
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Jersey, United Kingdom
Delighted to be joining Integritas Wealth Partners, where I look forward to working with clients, both old and new, in respect of helping them achieve their financial goals for the future. With over 30 years experience in Financial Services, my areas of specialism combine retirement and investment planning, having recently completed the new level 6 pension.
Jersey, United Kingdom
Helped to establish the Vantage Group's wealth advisory business based in Jersey.
Jersey, United Kingdom
Senior Private Banking and Wealth Management role servicing High Net Worth (HNW) private clients, HNW UK resident non domiciles and international fiduciaries. Expertise in new business development with an in depth understanding of complex structures, including corporate, trust, partnerships and foundations. Active interest in working with charitable and.
Jersey
Promotes the services of HSBC Private Bank (CI) Ltd within the HSBC global network and to external intermediaries.
Promoting the range of investment funds and discretionary portfolio management services to private clients, intermediaries and fiduciary companies and institutional investors.
Started as investment adviser for HNW clients, then as an area sales manager in guernsey, and left at position of senior investments manager
IFA for local insurance broker Rossborough
Began my career in financial services as an underwriter and then transferred within the business to become a financial adviser
Other employees you can reach at integritaswealth.je. View company contacts for 7 employees →
Kymberly Longthorn
Colleague at Integritas Wealth PartnersJersey, Jersey
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Catherine Haywood
Colleague at Integritas Wealth PartnersSt. Helier, St. Helier, Jersey, Jersey
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Edward Loader
Colleague at Integritas Wealth PartnersSt. Helier, St. Helier, Jersey, Jersey
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Edward Kane
Colleague at Integritas Wealth PartnersJersey, Jersey
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Quick answers generated from the profile data available on this page.
Paul Alker Apfs Fcsi Tep works for Integritas Wealth Partners.
Paul Alker Apfs Fcsi Tep is listed as Senior Wealth Partner at Integritas Wealth Partners.
AeroLeads has found 1 work email signal at @integritaswealth.je for Paul Alker Apfs Fcsi Tep at Integritas Wealth Partners.
Paul Alker Apfs Fcsi Tep is based in Jersey, Jersey, Jersey while working with Integritas Wealth Partners.
Paul Alker Apfs Fcsi Tep has worked for Integritas Wealth Partners, Vantage Group (Channel Islands), Ubs, Hsbc Private Bank, and Ashburton Investments.
Paul Alker Apfs Fcsi Tep's colleagues at Integritas Wealth Partners include Kymberly Longthorn, Catherine Haywood, Edward Loader, and Edward Kane.
You can use AeroLeads to view verified contact signals for Paul Alker Apfs Fcsi Tep at Integritas Wealth Partners, including work email, phone, and LinkedIn data when available.
Paul Alker Apfs Fcsi Tep holds Business Studies from University Of Gloucestershire.
Paul Alker Apfs Fcsi Tep is listed with skills including Investments, Portfolio Management, Wealth Management, Asset Managment, New Business Development, Pensions, Private Banking, and Banking.
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