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Robert Simpson is listed as Independent Financial Advisor at AFH Wealth Management, a with 394 employees, based in Greater Exeter Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Robert Simpson.
Robert Simpson previously worked as IFA at 2Plan Wealth Management Ltd and Premier Relationship Manager at Hsbc. Robert Simpson studied at Park School Barnstaple North Devon.
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Robert Simpson is a Independent Financial Advisor at AFH Wealth Management. He possess expertise in customer service, retirement planning, pensions, portfolio management, financial advisory and 19 more skills.
Listed skills include Customer Service, Retirement Planning, Pensions, Portfolio Management, and 20 others.
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Barnstaple Devon
I am a whole of market Independent Financial Adviser offering advice on Protection, Retirement planning, Investments and Mortgages. I have build up 25 years experience dealing with both Retail and Commercial customers.
I am a whole of market Independent Financial Adviser offering advice on Protection, Retirement planning, Investments and Mortgages. I have build up 23 years experience dealing with both Retail and Commercial customers.
At HSBC I managed a portfolio of higher net worth clients providing financial advise, mostly on retirement planning, Investments and IHT advice.
I started my time at HSBC specializing in commercial financial advice to the customers of the HSBC Agriculture department. Later expanding my range of advice to include commercial and retail clients. I provided advice on protection for commercial debt, Key person protection, Shareholder protection, Succession planning and Morgages, Work based pensions, Directors pensions and Business owners retirement planning, Investments for companies and individuals.
Other employees you can reach at afhwm.co.uk. View company contacts for 394 employees →
Lewis Coglan
Colleague at Afh Wealth ManagementKidderminster, England, United Kingdom
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Gillian Saville
Colleague at Afh Wealth ManagementMarket Weighton, England, United Kingdom
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GA
Gary Abbott
Colleague at Afh Wealth ManagementGreater Sheffield Area, United Kingdom
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JH
Jo Halford
Colleague at Afh Wealth ManagementCleobury Mortimer, England, United Kingdom
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RB
Rachael Brown, Dip Cii
Colleague at Afh Wealth ManagementGreater Derby Area, United Kingdom
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JS
James Stevens Dipfa Petr
Colleague at Afh Wealth ManagementEastbourne, England, United Kingdom
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DB
David Boothman
Colleague at Afh Wealth ManagementGreater Blackburn With Darwen Area, United Kingdom
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TB
Tracey Baker
Colleague at Afh Wealth ManagementKidderminster, England, United Kingdom
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JJ
Justin Johnson
Colleague at Afh Wealth ManagementUnited Kingdom
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IS
Ian Shearman
Colleague at Afh Wealth ManagementWorcestershire, England, United Kingdom
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Quick answers generated from the profile data available on this page.
Robert Simpson works for AFH Wealth Management.
Robert Simpson is listed as Independent Financial Advisor at AFH Wealth Management.
Robert Simpson is based in Greater Exeter Area, United Kingdom while working with AFH Wealth Management.
Robert Simpson has worked for Afh Wealth Management, 2Plan Wealth Management Ltd, and Hsbc.
Robert Simpson's colleagues at AFH Wealth Management include Lewis Coglan, Gillian Saville, Gary Abbott, Jo Halford, and Rachael Brown, Dip Cii.
You can use AeroLeads to view verified contact signals for Robert Simpson at AFH Wealth Management, including work email, phone, and LinkedIn data when available.
Robert Simpson studied at Park School Barnstaple North Devon.
Robert Simpson is listed with skills including Customer Service, Retirement Planning, Pensions, Portfolio Management, Financial Advisory, Microsoft Excel, Outlook, and Strategic Planning.
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