Peter Walmsley

Peter Walmsley Email and Phone Number

Director of Walmsley Financial Planning Ltd @ St. James’s Place Wealth Management
Lancaster, GB
Peter Walmsley's Location
Lancaster, England, United Kingdom, United Kingdom
About Peter Walmsley

Peter Walmsley is a Director of Walmsley Financial Planning Ltd at St. James’s Place Wealth Management. He possess expertise in customer service, management, new business development, strategic planning, account management and 11 more skills. He is proficient in English.

Peter Walmsley's Current Company Details
St. James’s Place Wealth Management

St. James’S Place Wealth Management

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Director of Walmsley Financial Planning Ltd
Lancaster, GB
Peter Walmsley Work Experience Details
  • St. James’S Place Wealth Management
    Director Of Walmsley Financial Planning Ltd
    St. James’S Place Wealth Management
    Lancaster, Gb
  • St. James’S Place Wealth Management
    Director Of Walmsley Financial Planning Ltd
    St. James’S Place Wealth Management Apr 2015 - Present
    Lancaster, United Kingdom
    Walmsley Financial Planning Ltd, Associate Partner Practice of St. James's Place Wealth Management.St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. • Wealth management• Wealth protection• Financial life planning• Retirement planning• Investment planning• Business Investment Planning and Protection
  • Topps Tiles Plc
    Business Manager
    Topps Tiles Plc Jan 2008 - Apr 2015
    Morecambe / Lancaster
    Responsible for the day-to-day running of store, maximise profit while minimising costs. Ensure promotions are accurate and merchandised to the company’s standards, staff are fully versed on the target for the day and excellent customer care standards are met.
  • Topps Tiles Plc
    Area Business Manager
    Topps Tiles Plc Mar 2010 - Jan 2011
    North England
    Delivering the area sales, profit and customer service KPIs’. Inspiring teams to achieve the business plan and targets through inspirational leadership, people development and coaching.

Peter Walmsley Skills

Customer Service Management New Business Development Strategic Planning Account Management Forecasting Business Strategy Budgets Customer Satisfaction Retirement Planning Wealth Management Financial Planning Inheritance Tax Planning Personal Tax Planning Investment Strategies Business Tax Planning

Frequently Asked Questions about Peter Walmsley

What company does Peter Walmsley work for?

Peter Walmsley works for St. James’s Place Wealth Management

What is Peter Walmsley's role at the current company?

Peter Walmsley's current role is Director of Walmsley Financial Planning Ltd.

What skills is Peter Walmsley known for?

Peter Walmsley has skills like Customer Service, Management, New Business Development, Strategic Planning, Account Management, Forecasting, Business Strategy, Budgets, Customer Satisfaction, Retirement Planning, Wealth Management, Financial Planning.

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