Stuart Porter Dippfs Email & Phone Number

Cheshire, England, United Kingdom

Since becoming a financial adviser with True Potential I have developed my skills in line with the True Potential proposition. Utilising their own investment platform and unique range of fully diverse investment portfolios, which boasts investment partners such as Goldmann Sachs, Close Brothers and UBS within their discretionary management process.True.

Manchester, United Kingdom

I bring over 25 years experience as a financial adviser, providing both independent and tied advice.Periscope Wealth is a financial services and wealth management provider offering advice and investment guidance across pensions and ISAs. Working with our trusted partners, we are dedicated to finding the right financial solutions for our clients, whatever.

Manchester, United Kingdom

Following a re-structure of roles within the parent company, to keep in line with regulatory requirements. I work closely with clients in the review process of their retirement provisions, liaising with a panel of Financial Advisers in production of a concise report providing valuable information about their pension arrangements. Following which the client.

Manchester

Incorporated in 2011, Adimus has quickly become a leading distributor of Sustainable, Responsible and Impact investments. The investments focus on generating a measurable, beneficial social or environmental impact alongside a financial return; across a range of asset classes including private equity/venture capital, debt, and fixed income. Through our.

Building up a network of accountants and conveyancing solicitors to generate introductions to commercial property owners, who would benefit from claiming unused capital allowances.

North West. UK

I worked closely with a number of Independent Financial Advisers, providing quality introductions of personal clients, whilst retaining the ongoing client relationship to ensure a dual point of contact. By working with clients I was able to identify areas of need. i.e investment, pension, life assurance, before an introduction and maintain an additional.

Cheshire, UK

Provided ongoing financial advice and maintained and developed a portfolio of over 180 clients, with a net worth of circa £10m. This involved proactively driving the business sales and new prospects to grow investment funds under management.Achieved top annual Regional Sales Award in 2006.Regular interaction with both personal clients and corporate.

North West

Engaged with High Net Worth individuals as an Independent Financial Adviser, promoted and secured business within the Private Banking sector. The average client had assets in excess of £500K to which was offering a Discretionary Management Service.Provided advice to both personal and corporate clients, especially in respect to their pension investments.In.

Manchester, United Kingdom

Initially, based in the Oldham branch, where I achieved top performer nationally in 1990, selling Black Horse Life products. Promoted to an Area Sales Consultant for the North West, which gave me experience in both the personal and corporate markets.