Peter Douglas Email and Phone Number
Peter Douglas work email
- Valid
- Valid
Peter Douglas personal email
Peter is both a Level 7 qualified Chartered Wealth Manager and holder of the CISI Level 4 Diploma in Investment Advice making him well placed to help his clients structure, protect and grow their wealth.Canaccord Genuity UK is a wealth management business offering financial planning and investment services to help individuals and their families to meet specific objectives. We also support business owners as their enterprises grow and help trustees to meet their obligations by protecting and growing their assets. Our clients can enjoy the resources and reputation of a much larger business, without compromising the agility, flexibility and responsiveness that only an investment house which offers highly qualified and dedicated advisors can offer. Our bespoke approach is central to the way we do business and is very much part of our DNA. We do not pre-package an investment product and sell it. Instead, we assess individual circumstances, aspirations, goals and appetite for risk. Then we put together an investment strategy designed to meet the unique investment objectives of each of our clients, generating steady and consistent above inflation growth.If you're not entirely confident that your investments are working as hard for you as they ought or if you believe that you would benefit from a more boutique, personal service, we’d be delighted to hear from you.
Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man)
View- Employees:
- 414
-
Chartered Wealth ManagerCanaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man) Aug 2024 - PresentUnited Kingdom -
Wealth ManagerRbc Brewin Dolphin Aug 2013 - Aug 2024Newcastle Upon Tyne, United Kingdom -
Captain, The Royal Scots Dragoon Guards (Carabiniers And Greys)British Army Jan 2004 - Dec 2011Completed 8 years service giving a considerable breadth of experience in National Security issues, leadership and management in a wide variety of circumstances and politically and culturally complex environments.
Peter Douglas Skills
Peter Douglas Education Details
-
Chartered Wealth Manager -
Loretto School -
Apmp - The Apm Project Management Qualification
Frequently Asked Questions about Peter Douglas
What company does Peter Douglas work for?
Peter Douglas works for Canaccord Genuity Wealth Management (Uk, Channel Islands And Isle Of Man)
What is Peter Douglas's role at the current company?
Peter Douglas's current role is Helping clients to build their wealth & plan for the future.
What is Peter Douglas's email address?
Peter Douglas's email address is pe****@****age.com
What schools did Peter Douglas attend?
Peter Douglas attended Chartered Institute For Securities And Investment, Royal Military Academy Sandhurst, University Of Nottingham, Loretto School, Apmp - The Apm Project Management Qualification.
What skills is Peter Douglas known for?
Peter Douglas has skills like Wealth Management, Investment Strategies, Equities, Asset Allocation, Investments, Financial Analysis, Portfolio Management, Diversification, Wealth Preservation Planning, Stock Picking.
Not the Peter Douglas you were looking for?
-
Peter Douglas
London -
-
1pjdltd.com
-
Peter Douglas
Foxton -
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial