Gary Hans FPFS, Chartered Financial Planner,TEP,SOLLA

Director of Wealth Management at AMG Wealth Management Ltd
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • English,Hindi Native or bilingual proficiency
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • STEP
    STEP – Advising Families Across Generations
    Feb, 2021
    - Nov, 2024
  • Fellow CII
    Chartered Insurance Institute
    Aug, 2019
    - Nov, 2024
  • Endorsed Later Life Adviser
    Financial and legal skills partnership
    Jun, 2015
    - Nov, 2024
  • Derbyshire Trusted Trader
    Derbyshire County Council
    May, 2015
    - Nov, 2024
  • Chartered Insurance Certificate
    Chartered Insurance Institute
    Jul, 2010
    - Nov, 2024
  • Financial Planning Certificate
    Chartered Insurance Institute
    Sep, 2001
    - Nov, 2024
  • Securities Representative
    Financial Conduct Authority
    Nov, 2000
    - Nov, 2024
  • SOLLA Accreditation
    SOCIETY OF LATER LIFE ADVISERS
    Jun, 2015
    - Nov, 2024
  • Dip PFS
    Chartered Insurance Institute

Experience

  • AMG Wealth Management Ltd, Senior Partner Practice of St. James’s Place Wealth Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Director of Wealth Management
      • Jun 2010 - Present

      We run a private client Practice in Allestree, Derby. Please see: www.amgwealthmanagement.com for further information. We run a private client Practice in Allestree, Derby. Please see: www.amgwealthmanagement.com for further information.

  • Towry
    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Wealth Advisor
      • Sep 2009 - Jun 2010

  • Edward Jones
    • United States
    • Financial Services
    • 700 & Above Employee
    • Owner Edward Jones
      • Sep 2000 - Sep 2009

      I built up a large private client practice dealing with business owners and conservative investors. I dealt with individuals with family trusts and inheritance tax planning. My speciality is establishing financial stratagies for clients for them to reach their financial goals. I ran bespoke risk managed portfolios for clients and have an intergenerational business which is built upon an honest and candid relationships with my clients. I built up a large private client practice dealing with business owners and conservative investors. I dealt with individuals with family trusts and inheritance tax planning. My speciality is establishing financial stratagies for clients for them to reach their financial goals. I ran bespoke risk managed portfolios for clients and have an intergenerational business which is built upon an honest and candid relationships with my clients.

Community

You need to have a working account to view this content. Click here to join now