Rob Croft

Rob Croft Email and Phone Number

Financial Adviser for Wealth at Work @ WEALTH at work
bidston, wirral, united kingdom
Rob Croft's Location
Cheltenham, England, United Kingdom, United Kingdom
Rob Croft's Contact Details

Rob Croft work email

Rob Croft personal email

n/a
About Rob Croft

Diploma in Financial Advice (Institute for Financial Services)Financial Planning Certificate (CII)Certificate in Mortgage Advice and Practice (IFS)

Rob Croft's Current Company Details
WEALTH at work

Wealth At Work

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Financial Adviser for Wealth at Work
bidston, wirral, united kingdom
Employees:
174
Rob Croft Work Experience Details
  • Wealth At Work
    Financial Advisor
    Wealth At Work Aug 2016 - Present
  • Hsbc Retail Banking And Wealth Management
    Premier Relationship Manager
    Hsbc Retail Banking And Wealth Management Feb 2014 - Aug 2016
  • Gerry Dupree & Co
    Independant Financial Advisor
    Gerry Dupree & Co Apr 2013 - Feb 2014
    IFA specialising in Investment, Pension and Protection advice.
  • Lloyds Banking Group
    Financial Advisor
    Lloyds Banking Group Apr 2007 - Apr 2013
    Protection, Investment and Pension Advice
  • Countrywide Mortgage Services
    Executive Mortgage Adviser
    Countrywide Mortgage Services Apr 2002 - Apr 2007
    Mortgage and Protection Advice
  • Pearl Assurance
    Area Manager
    Pearl Assurance Sep 1999 - Apr 2002
    Investment, Pension and Protection Advice

Rob Croft Skills

Financial Advisory Mortgage Lending Pensions Wealth Management Financial Services Investments Retirement Planning Income Protection Wealth Wealth Management Services Finance Retail Banking Inheritance Tax Planning Portfolio Management Relationship Management Financial Planning Investment Advisory Retirement Critical Illness Pension Funds Diploma In Financial Advice Strategic Financial Planning Residential Mortgages Savings

Rob Croft Education Details

  • Marling School
    Marling School
    Gcse & A Levels

Frequently Asked Questions about Rob Croft

What company does Rob Croft work for?

Rob Croft works for Wealth At Work

What is Rob Croft's role at the current company?

Rob Croft's current role is Financial Adviser for Wealth at Work.

What is Rob Croft's email address?

Rob Croft's email address is ro****@****sbc.com

What schools did Rob Croft attend?

Rob Croft attended Marling School.

What skills is Rob Croft known for?

Rob Croft has skills like Financial Advisory, Mortgage Lending, Pensions, Wealth Management, Financial Services, Investments, Retirement Planning, Income Protection, Wealth, Wealth Management Services, Finance, Retail Banking.

Who are Rob Croft's colleagues?

Rob Croft's colleagues are Jamie Carthew Dippfs, Gareth Davies, Faye Dewhurst, Lewis Chesters, Sean Doherty Cert Cii (Fs), Melvin Sheremetaj, Stuart Taggart.

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