Robert Gill

Robert Gill Email and Phone Number

Personal financial planning for business owners @ Finative Financial Planning Ltd
Robert Gill's Location
Hutton Roof, England, United Kingdom, United Kingdom
Robert Gill's Contact Details

Robert Gill work email

Robert Gill personal email

About Robert Gill

I have worked in financial services for over 20 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, and investment planning. As an Adviser of a Partner Practice of St. James’s Place, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products.The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.SJP Approved 31/07/2024

Robert Gill's Current Company Details
Finative Financial Planning Ltd

Finative Financial Planning Ltd

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Personal financial planning for business owners
Robert Gill Work Experience Details
  • Finative Financial Planning Ltd
    Financial Planner
    Finative Financial Planning Ltd Jun 2023 - Present
    Macclesfield, England, United Kingdom
  • The Mortgage Factory
    Financial Planner
    The Mortgage Factory Oct 2012 - Jun 2023
  • Key Personal Finance
    Financial Planner
    Key Personal Finance Feb 2012 - Sep 2012
    Bury / Bolton
    A short term position setting up a regulated financial advice practice for the Key Financial Group.
  • Mitchell Farrar Group
    Financial Services Manager
    Mitchell Farrar Group Nov 2009 - Feb 2012
    Stockport, United Kingdom
    Led a team delivering Financial and Money Saving Advice to clients of the Mitchell Farrar Group.
  • Exact Money
    Owner
    Exact Money May 2005 - Nov 2009
    Built and managed a financial consultancy for private individuals and small businesses.
  • Awd Plc
    Financial Adviser
    Awd Plc Oct 2002 - Mar 2005
    A top achiever in terms of revenue and efficiency, exceeding all requirements in compliance and competency testing, winning various awards and incentives for exceeding targets.
  • Xansa Plc
    Business Consultant
    Xansa Plc Mar 2001 - Aug 2002
    Implementing business change programmes.
  • Dun & Bradstreet
    Sales Consultant
    Dun & Bradstreet Aug 2000 - Jan 2001
    Sold a subscription based business information website to small and medium sized businesses throughout the UK.

Robert Gill Skills

Financial Planning Mortgage Planning Emerging Technologies Mortgage Insurance Business Strategy Start Ups Team Leadership Sales Management Business Planning Pensions Debt Consultancy Compliance General Insurance Crm Software Pension Funds Investments Investment Properties Investment Strategies Commercial Mortgages Residential Mortgages Mortgage Industry Inside Sales Sales Process Process Engineering Business Process Improvement Process Mapping Mortgage Lending Strategic Financial Planning Certified Mortgage Planning Income Protection Financial Services Financial Advisory Finance Crm Funding Portfolio Management Debt Management Sales Customer Acquisition Wealth Asset Management Inheritance Tax Planning Small Business Banking Critical Illness Retirement Planning Relationship Management Investment Advisory

Robert Gill Education Details

Frequently Asked Questions about Robert Gill

What company does Robert Gill work for?

Robert Gill works for Finative Financial Planning Ltd

What is Robert Gill's role at the current company?

Robert Gill's current role is Personal financial planning for business owners.

What is Robert Gill's email address?

Robert Gill's email address is rg****@****ail.com

What schools did Robert Gill attend?

Robert Gill attended Leeds Beckett University, Deanery High School.

What skills is Robert Gill known for?

Robert Gill has skills like Financial Planning, Mortgage Planning, Emerging Technologies, Mortgage, Insurance, Business Strategy, Start Ups, Team Leadership, Sales Management, Business Planning, Pensions, Debt.

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