Peter Jenkins

Peter Jenkins Email and Phone Number

Helping people to demystify the world of financial advice. @ TWM Financial Planning
Peter Jenkins's Location
Witney, England, United Kingdom, United Kingdom
Peter Jenkins's Contact Details

Peter Jenkins personal email

n/a
About Peter Jenkins

As the Business Development Director at TWM Financial Planning, I aim to create an inclusive environment where the advisers can succeed and thrive in being the best versions of themselves in order to build strong long-term relationships with our clients to deliver high-quality and positive outcomes for their financial well-being.I have over 15 years of experience in the financial services industry and has previously held positions with St. James's Place Wealth Management, including one as a Senior Investment Consultant working with High-Net-Worth Clients in London and assisting financial advisors in developing client service strategies to help their clients achieve financial wellbeing. I've also earned the Personal Finance Society's Chartered Financial Planner designation.Qualifications: - Chartered Financial Planner (Advanced Diploma in Financial Planning)- BA Hons in Accounting and Finance

Peter Jenkins's Current Company Details
TWM Financial Planning

Twm Financial Planning

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Helping people to demystify the world of financial advice.
Peter Jenkins Work Experience Details
  • Twm Financial Planning
    Business Development Director
    Twm Financial Planning Jan 2023 - Present
    Oxfordshire, England, United Kingdom
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  • St. James’S Place
    Senior Investment Consultant
    St. James’S Place Jun 2022 - Jan 2023
    London, England, United Kingdom
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  • St. James’S Place Wealth Management
    Head Of Partner Consultancy Operations
    St. James’S Place Wealth Management Mar 2021 - Jun 2022
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  • St. James’S Place Wealth Management
    Head Of Investment Consultancy
    St. James’S Place Wealth Management Jun 2019 - Mar 2021
    Cirencester
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  • St. James’S Place Wealth Management
    Investment Consultant
    St. James’S Place Wealth Management Oct 2015 - Jun 2019
    Cirencester, Gloucestershire, United Kingdom
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  • St. James’S Place Wealth Management
    Investment Advisor
    St. James’S Place Wealth Management May 2008 - Oct 2015
    Cirencester
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Peter Jenkins Skills

Pensions Strategic Financial Planning Wealth Management Investments High Net Worth Individuals Investment Advisory Wealth Financial Planners Investment Strategies Investment Management Financial Advisory Portfolio Management Financial Planning Asset Management Financial Services Wealth Management Services

Peter Jenkins Education Details

Frequently Asked Questions about Peter Jenkins

What company does Peter Jenkins work for?

Peter Jenkins works for Twm Financial Planning

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

Peter Jenkins's current role is Helping people to demystify the world of financial advice..

What is Peter Jenkins's email address?

Peter Jenkins's email address is pe****@****l.co.uk

What schools did Peter Jenkins attend?

Peter Jenkins attended Oxford Brookes University.

What skills is Peter Jenkins known for?

Peter Jenkins has skills like Pensions, Strategic Financial Planning, Wealth Management, Investments, High Net Worth Individuals, Investment Advisory, Wealth, Financial Planners, Investment Strategies, Investment Management, Financial Advisory, Portfolio Management.

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