Rob White work email
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Rob White personal email
Thank you for viewing my profile. For over 20 years I have helped my clients create, protect and grow their wealth. I do this using a very simple process:►Understand you, your current circumstances and your personal goals ►Assist you in choosing the most suitable investments and financial services ►Deliver a comprehensive financial plan to help get you the results you want Following my finance degree, I spent over 5 years with Lloyds TSB Private Banking where I built my technical knowledge and then 5 years with a financial advisory firm reviewing all areas of personal finance. Since then I have solely advised private clients and corporations and am therefore extremely familiar with the range of issues that investors face.My clients include:►Investment Managers►Senior executives►Lawyers and accountants►BankersI am a Diploma qualified Financial Planner and have advanced UK qualifications in a number of financial disciplines, including pensions, investment management and Inheritance Tax (estate planning), and use these on a daily basis to provide advice to High Net Worth professionals.Please feel free to get in touch if you are looking for advice and think there is something I can help you with.
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PartnerSt. James’S Place Wealth ManagementSingapore -
PartnerSt. James’S Place Wealth Management Jan 2009 - PresentSingaporeI provide financial planning advice for corporate & high net worth private clients covering the following topics: -►Lump sum investments including review of existing pensions►Short-medium term savings solutions►Personal and corporate protection plans including will writing►Property guidance and mortgage reviews -
Independent Financial PlannerLumin Wealth Management Jan 2006 - Jan 2009Providing private clients with holistic financial planning services in: -- Group & Individual Protection Planning- Lump Sum Investments- Pension Planning -
Senior Relationship ManagerLloyds Tsb Private Banking Mar 2001 - Jan 2006-In charge of a team of 10 managers who between them looked after the finances of over 3,000 individuals-Managed my own set of clients and provided financial advice purely in relation to pension planning and inheritance tax planning-I was the youngest ever Relationship Manager being given the role at 26 years old -
Sales ManagerThe Thomson Corporation Sep 1999 - Mar 2001-Managing a client base of 500 individuals through telephone based selling and field sales
Rob White Skills
Rob White Education Details
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Marketing And Psychology
Frequently Asked Questions about Rob White
What company does Rob White work for?
Rob White works for St. James’s Place Wealth Management
What is Rob White's role at the current company?
Rob White's current role is Partner.
What is Rob White's email address?
Rob White's email address is rw****@****.com.sg
What schools did Rob White attend?
Rob White attended University Of Gloucestershire.
What are some of Rob White's interests?
Rob White has interest in Poverty Alleviation, Social Services, Children, Economic Empowerment.
What skills is Rob White known for?
Rob White has skills like Finance, Management, Marketing, Business Strategy, Team Management, Risk Management, Business Development, New Business Development, Business Planning, Change Management, Negotiation, Team Leadership.
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