Stuart Devlin Dip Pfs Email & Phone Number
Who is Stuart Devlin Dip Pfs? Overview
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Stuart Devlin Dip Pfs is listed as Paraplanning Manager at Vintage Wealth Management Limited, a with 65 employees, based in Greater Cambridge Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Stuart Devlin Dip Pfs.
Stuart Devlin Dip Pfs previously worked as Senior Paraplanner at Vintage Wealth Management Limited and Paraplanner at Rothesay Intelligent Financial Services Ltd. Stuart Devlin Dip Pfs studied at Chesterton Community College.
Email format at Vintage Wealth Management Limited
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About Stuart Devlin Dip Pfs
Stuart Devlin Dip Pfs is a Paraplanning Manager at Vintage Wealth Management Limited. He possess expertise in paraplanning, pensions, investments, inheritance tax planning, financial services and 16 more skills. He is proficient in English.
Listed skills include Paraplanning, Pensions, Investments, Inheritance Tax Planning, and 17 others.
Stuart Devlin Dip Pfs's current company
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Stuart Devlin Dip Pfs work experience
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Senior Paraplanner
Paraplanner
Responsible for Paraplanning, Portfolio Maintenance, Technical Services, Fund Research, New Business Development and the improvement of our processes.
Sales Support
Provided support to a number of Financial Advisors, including preperation of reports, new business illustrations and maintained employer group protection and pension schemes.
Administrator
Providing support to Consultants. Responsible for delivering service to the IFA market. Duties included New Business, Reports, Pack Preperation, overseeing work flow plus underwriting of new business application forms.
Colleagues at Vintage Wealth Management Limited
Other employees you can reach at vintagewealth.co.uk. View company contacts for 65 employees →
Simran Mehta
Colleague at Vintage Wealth Management LimitedUnited Kingdom
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EP
Elisa Paterson
Colleague at Vintage Wealth Management LimitedLondon, England, United Kingdom
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GH
Geoffrey Hartnell
Colleague at Vintage Wealth Management LimitedWatford, England, United Kingdom
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RS
Rosalie Shaw
Colleague at Vintage Wealth Management LimitedUnited Kingdom
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EB
Ed Beaber
Colleague at Vintage Wealth Management LimitedBushey, England, United Kingdom
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MG
Maimoona Gogan
Colleague at Vintage Wealth Management LimitedLondon, England, United Kingdom
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KL
Kevin Lingard
Colleague at Vintage Wealth Management LimitedCrawley, England, United Kingdom
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ZH
Zac Hartnell
Colleague at Vintage Wealth Management LimitedLondon, England, United Kingdom
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NB
Nigel Burstein Dipfa, Certpfs, Mlibf
Colleague at Vintage Wealth Management LimitedLondon, England, United Kingdom
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LK
Lorraine Kruger
Colleague at Vintage Wealth Management LimitedLondon, England, United Kingdom
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Stuart Devlin Dip Pfs education
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Chesterton Community College
Frequently asked questions about Stuart Devlin Dip Pfs
Quick answers generated from the profile data available on this page.
What company does Stuart Devlin Dip Pfs work for?
Stuart Devlin Dip Pfs works for Vintage Wealth Management Limited.
What is Stuart Devlin Dip Pfs's role at Vintage Wealth Management Limited?
Stuart Devlin Dip Pfs is listed as Paraplanning Manager at Vintage Wealth Management Limited.
Where is Stuart Devlin Dip Pfs based?
Stuart Devlin Dip Pfs is based in Greater Cambridge Area, United Kingdom while working with Vintage Wealth Management Limited.
What companies has Stuart Devlin Dip Pfs worked for?
Stuart Devlin Dip Pfs has worked for Vintage Wealth Management Limited, Rothesay Intelligent Financial Services Ltd, Lloyds Bank Insurance Services, and Friends Provident.
Who are Stuart Devlin Dip Pfs's colleagues at Vintage Wealth Management Limited?
Stuart Devlin Dip Pfs's colleagues at Vintage Wealth Management Limited include Simran Mehta, Elisa Paterson, Geoffrey Hartnell, Rosalie Shaw, and Ed Beaber.
How can I contact Stuart Devlin Dip Pfs?
You can use AeroLeads to view verified contact signals for Stuart Devlin Dip Pfs at Vintage Wealth Management Limited, including work email, phone, and LinkedIn data when available.
What schools did Stuart Devlin Dip Pfs attend?
Stuart Devlin Dip Pfs studied at Chesterton Community College.
What skills is Stuart Devlin Dip Pfs known for?
Stuart Devlin Dip Pfs is listed with skills including Paraplanning, Pensions, Investments, Inheritance Tax Planning, Financial Services, Compliance, Unit Trusts, and Underwriting.
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