Experience

Gale and Phillipson

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Wealth Planning Adviser

  • Jan 2007 - Present

  I am a Wealth Planning Adviser, based in our Richmond office.Gale and Phillipson provides Financial Planning, Investment Management and Cash Management services. Dating back to 1905, the company has a strong history and enviable reputation for providing innovative, professional and secure wealth management solutions. We also offer a range of services designed for specific client needs. Our services include comprehensive and focused financial planning, a whole-of-market discretionary cash management service, a discretionary multi-asset investment management service and advisory investment management to support you when you need to make investment decisions. We serve clients throughout the UK. As an independent whole-of-market firm, we consider all investment and financial planning options available to you – not just a favoured few.



RST Financial Consultancy

• Paraplanner

  • May 2004 - Dec 2006



Abbey House Financial Services

• Paraplanner

  • Jan 2001 - May 2004



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Administrator

  • Jun 1999 - Jan 2001