Simon Fell

Simon Fell Email and Phone Number

Operations Director @ RT Financial Planners Ltd.
cirencester, gloucestershire, united kingdom
Simon Fell's Location
Cirencester, England, United Kingdom, United Kingdom
Simon Fell's Contact Details

Simon Fell personal email

About Simon Fell

I am a confident and mature individual, who is motivated to learn and compete at the highest level. I have wide ranging experience and qualifications in the Financial Sector and specialise in Investments.Specialties: Financial Services, Operations and Business Consultancy, Investments, Constructing Portfolios, Fund Research and Client Advice

Simon Fell's Current Company Details
RT Financial Planners Ltd.

Rt Financial Planners Ltd.

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Operations Director
cirencester, gloucestershire, united kingdom
Website:
rtfp.co.uk
Employees:
10
Simon Fell Work Experience Details
  • Rt Financial Planners Ltd.
    Operations Director
    Rt Financial Planners Ltd. May 2018 - Present
    Cirencester
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  • Rt Financial Planners Ltd.
    Consultant
    Rt Financial Planners Ltd. Oct 2017 - May 2018
    Cirencester
    View
  • Attivo Group
    Investment Manager
    Attivo Group Jul 2014 - Sep 2016
    Role includes: Investment Research, Equity and Fund selection and research, Portfolio Construction, Bespoke and model portfolios, asset allocation, client reviews and meetings, the day to day management of the investment team of seven individuals and conducting client presentations to upwards of 100 clients at locations such as Claridges in London.
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  • Fidelius Ltd
    Investment Manager
    Fidelius Ltd Oct 2006 - Jun 2014
    Designing, implementing and starting DFM portfolios from scratchDesigning & modifying Investment PortfoliosFund ResearchDeveloping internal investment processeslaunching a retail OEIC
    View
  • Standard Life
    Ifa Consultant
    Standard Life Feb 2005 - May 2006
    Building relationships with IFAs and encouraging them to use Standard Life.
    View
  • London & Country Mortgages
    Mortgage Consultant
    London & Country Mortgages Aug 2004 - Feb 2005
    Providing fee free independant mortgage advice to clients
    View

Simon Fell Skills

Investments Financial Services Portfolio Management Wealth Management Pensions Financial Advisory Wealth Management Services Investment Advisory Wealth Investment Strategies Research Strategic Financial Planning High Net Worth Individuals Retirement Diploma In Financial Planning Financial Planning Business Mortgage Lending Retirement Planning Risk Management Investment Management Certificate Fund Research Constructing Portfolios

Simon Fell Education Details

Frequently Asked Questions about Simon Fell

What company does Simon Fell work for?

Simon Fell works for Rt Financial Planners Ltd.

What is Simon Fell's role at the current company?

Simon Fell's current role is Operations Director.

What is Simon Fell's email address?

Simon Fell's email address is s.****@****p.co.uk

What schools did Simon Fell attend?

Simon Fell attended Bournemouth University, Plymouth University, Katharine Lady Berkeley's School, Katharine Lady Berkeley's.

What skills is Simon Fell known for?

Simon Fell has skills like Investments, Financial Services, Portfolio Management, Wealth Management, Pensions, Financial Advisory, Wealth Management Services, Investment Advisory, Wealth, Investment Strategies, Research, Strategic Financial Planning.

Who are Simon Fell's colleagues?

Simon Fell's colleagues are Shoumilli Roy, Jackie Greenwood, Gabriel Franchini Moraes, Hazel Hill, Joe Bretti, Teresa Colbourne-White, Pollock Geoff.

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