Giles Turner

Chartered Financial Planner at Wellesley
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
UK

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

  • Statement of Professional Standing (SPS)
    Chartered Institute for Securities & Investment (CISI)
    Sep, 2015
    - Oct, 2024

Experience

  • Wellesley
    • Hong Kong
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Chartered Financial Planner
      • Sep 2016 - Present

      Giles Turner started his career in financial services straight from university, in 1998, and began advising clients in 2005 with NatWest Private Banking. Giles became a Chartered Financial Planner in 2012, with Coutts and Co., before joining Wellesley in 2016, where he now provides holistic financial planning solutions. Giles Turner started his career in financial services straight from university, in 1998, and began advising clients in 2005 with NatWest Private Banking. Giles became a Chartered Financial Planner in 2012, with Coutts and Co., before joining Wellesley in 2016, where he now provides holistic financial planning solutions.

  • Coutts
    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Wealth Manager, Associate Director
      • Nov 2012 - Sep 2016

      A Chartered Wealth Manager with Coutts & Co. looking after and growing a book of approximately 80 high net worth clients from some of the most successful families in the South East. The role entails the delivery of a full holistic financial advice and wealth management service, including the identification and development of further client opportunities around other areas of Coutts proposition. It is vital to retain contact with existing client base giving them an exceptional level of personal service, and to retain a strong presence with lead providers in order to generate new business opportunities. Show less

  • NatWest
    • Banking
    • 700 & Above Employee
    • NatWest Private Investment Manager
      • Jan 2005 - Nov 2012

      An authorised and regulated financial advisor targeted to write investment business from both an existing client book and from new clients. A Private Investment Manager for NatWest that manages a portfolio of approximately 300 high net worth individuals dealing with their investment and financial advice related needs. The core requirement of the role is the acquisition of assets under management for the group, through either capital investment planning or inheritance tax planning whilst providing holistic financial advice. Show less

  • EY
    • Entertainment Providers
    • 1 - 100 Employee
    • Billing Manager
      • Oct 2004 - Jan 2005

      Managing and monitoring the client engagements of ten accountants, negotiating with all parties regarding the work that was to be billed. Managing and monitoring the client engagements of ten accountants, negotiating with all parties regarding the work that was to be billed.

  • Gap year
    • Leisure, Travel & Tourism
    • Travelling
      • Nov 2003 - Aug 2004

      Travelling the world visiting the following countries, USA, Mexico, Cook Islands, Fiji, New Zealand, Australia, Singapore, Malaysia, Thailand Travelling the world visiting the following countries, USA, Mexico, Cook Islands, Fiji, New Zealand, Australia, Singapore, Malaysia, Thailand

  • Lloyds Banking Group
    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Process Manager
      • Aug 1998 - Nov 2003

      Managing a team of six, responsible for maintaining the integrity of the computerised banking system for the Lloyds TSB Private Banking Network, processing client trades and statement production along with reporting to HMRC. Managing a team of six, responsible for maintaining the integrity of the computerised banking system for the Lloyds TSB Private Banking Network, processing client trades and statement production along with reporting to HMRC.

Education

  • The Chartered Insurance Institute (CII)
    Financial Planning and Services
    2005 - 2017
  • Chartered Institute for Securities and Investment
    Private Client Investment Advice & Management
    2012 - 2012
  • Chartered Institute for Securities and Investment
    Investment Administration Qualification (IAQ), Banking and Financial Support Services
    2002 - 2003
  • University of Portsmouth
    Bachelor’s Degree, Mechanical Engineering
    1995 - 1998
  • Central Sussex College
    A Level, Mathematics, Physics and Economics
    1993 - 1995
  • Oathall Community College
    High School, GCSE
    1988 - 1993

Community

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