Toby M Williams
Senior Vice President at Linc Private Solutions 'representing Synergy Financial Advisers'- Claim this Profile
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English Native or bilingual proficiency
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Bio
Robert Avery
I have been dealing with Toby now for almost 2 years. He is very well informed and keeps me regularly updated. I feel very comfortable with him.
Nick Duckett
I have been working with Toby for the last two years. I had originally been working with another adviser in parallel but I have since transferred all of my investments to Broadgate / deVere under Toby's management. Toby has been extremely effective in achieving attractive returns within my portfolio, he is always available if I have any questions and regularly arranges meetings or conference calls to review everything. I would be very happy to recommend Toby's services to friends if they are looking for a good Financial Adviser.
Robert Avery
I have been dealing with Toby now for almost 2 years. He is very well informed and keeps me regularly updated. I feel very comfortable with him.
Nick Duckett
I have been working with Toby for the last two years. I had originally been working with another adviser in parallel but I have since transferred all of my investments to Broadgate / deVere under Toby's management. Toby has been extremely effective in achieving attractive returns within my portfolio, he is always available if I have any questions and regularly arranges meetings or conference calls to review everything. I would be very happy to recommend Toby's services to friends if they are looking for a good Financial Adviser.
Robert Avery
I have been dealing with Toby now for almost 2 years. He is very well informed and keeps me regularly updated. I feel very comfortable with him.
Nick Duckett
I have been working with Toby for the last two years. I had originally been working with another adviser in parallel but I have since transferred all of my investments to Broadgate / deVere under Toby's management. Toby has been extremely effective in achieving attractive returns within my portfolio, he is always available if I have any questions and regularly arranges meetings or conference calls to review everything. I would be very happy to recommend Toby's services to friends if they are looking for a good Financial Adviser.
Robert Avery
I have been dealing with Toby now for almost 2 years. He is very well informed and keeps me regularly updated. I feel very comfortable with him.
Nick Duckett
I have been working with Toby for the last two years. I had originally been working with another adviser in parallel but I have since transferred all of my investments to Broadgate / deVere under Toby's management. Toby has been extremely effective in achieving attractive returns within my portfolio, he is always available if I have any questions and regularly arranges meetings or conference calls to review everything. I would be very happy to recommend Toby's services to friends if they are looking for a good Financial Adviser.
Credentials
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Singapore Financial Advisory Representative
Monetary Authority of Singapore (MAS)Jan, 2016- Nov, 2024 -
Thai Securities Institute Fund Consultant License
Thai Securities InstituteApr, 2015- Nov, 2024 -
CISI Level 3 Certificate in Wealth Management
Chartered Institute for Securities & Investment (CISI)Feb, 2012- Nov, 2024 -
IFS Level 3 Certificate in Mortgage Advice and Practice, Financial Planning and Services
Institute of Financial ServicesNov, 2007- Nov, 2024
Experience
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Linc Private Solutions 'representing Synergy Financial Advisers'
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Financial Services
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1 - 100 Employee
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Senior Vice President
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Jan 2023 - Present
Continuing my work in Wealth Management. Continuing my work in Wealth Management.
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AAM Advisory Pte Ltd
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Singapore
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Financial Services
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1 - 100 Employee
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Senior Vice President - Wealth Management
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Feb 2020 - Feb 2023
Continuing my work in Wealth Management, Financial Advice and Financial Planning.
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Vice President - Wealth Advisory and Protection
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Jul 2018 - Feb 2020
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Senior Financial Planner
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Jan 2016 - Feb 2020
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Broadgate Advisory
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Thailand
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Financial Services
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1 - 100 Employee
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Area Manager
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Feb 2012 - Dec 2015
I was very fortunate to manage an incredible team of Financial Advisers while continuing to work with in excess of 100 clients under personal advisement. We had a team of c. 50 staff including both Thai locals and Expats working together to provide Wealth Management services for a broad range of clients across Thailand. Broadgate Advisory was the Largest Financial Advisory firm in Thailand and was fully licensed by the Thailand Securities and Exchange Commission. We were a subsidiary of the deVere Group and the 4th highest producing office out of 72 globally during my final year in the role. Revenues increased by 271% during my time as Manager and the offices assets under advisement increased by more than 100%. Show less
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Executive Wealth Manager
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Jan 2012 - Dec 2015
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deVere Group
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United Arab Emirates
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Financial Services
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700 & Above Employee
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Senior Consultant / Team Leader
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Jan 2011 - Jan 2012
IFA services specialising in pensions, regular savings, lump sum investment and educational planning.
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Senior Consultant
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2008 - Jan 2011
Providing financial advice and services to the expat community in SE Asia
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Alexander Hall
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United Kingdom
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Financial Services
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1 - 100 Employee
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Advisor
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Jul 2006 - Oct 2008
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Education
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2018 - 2018
Chartered Institute for Securities & Investment
CISI Level 6 Certificate in Pension Transfer Planning, Finance -
2015 - 2015
Singapore College of Insurance
Singapore Financial Advisory Respresentative License, Finance and Financial Management Services -
2014 - 2015
Thai Securities Institute
Fund Investment Consultant's License, Finance and Financial Management Services -
2018 - 2018
Chartered Insurance Institute
R04, Financial Planning and Services -
2012 - 2012
Chartered Insurance Institute
R02, Finance and Financial Management Services -
2010 - 2011
Chartered Institute for Securities and Investment
Certificate in Wealth Management, Finance and Financial Management Services -
2006 - 2007
The London Institute of Banking & Finance
IFS Level 3 Certificate in Mortgage Advice and Practice, Financial Planning and Services -
2001 - 2005
Nottingham Business School, Nottingham Trent University
Bachelor’s Degree, Business and Information Management
Community
