Guy Lashmar DipPFS
Wealth Management Advisor at Wellesley- Claim this Profile
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Topline Score
Bio
Tom Lipop
Highly Recommend Guy. Diligent, smart and highly knowledgeable in all areas of finance…couldn’t do enough for us and walked through every step of our pension and life insurance…Guy is one of the most dedicated people I have ever come across and his tenacity is better than any I have ever encountered. He’s exceptionally personable and has a wonderful humour thats always nice when chatting through all things finance! Can’t recommend enough!
Justin Wilkins 🏠
Guy has always been a pleasure to work with. Efficient, knowledgeable and I have always enjoyed working with him on a personal level. Look forward to doing more business together in the near future.
Sheriden O'Connell
A very professional and outstanding colleague to have had the pleasure in working with. I would highly recommend Guy.
Tom Lipop
Highly Recommend Guy. Diligent, smart and highly knowledgeable in all areas of finance…couldn’t do enough for us and walked through every step of our pension and life insurance…Guy is one of the most dedicated people I have ever come across and his tenacity is better than any I have ever encountered. He’s exceptionally personable and has a wonderful humour thats always nice when chatting through all things finance! Can’t recommend enough!
Justin Wilkins 🏠
Guy has always been a pleasure to work with. Efficient, knowledgeable and I have always enjoyed working with him on a personal level. Look forward to doing more business together in the near future.
Sheriden O'Connell
A very professional and outstanding colleague to have had the pleasure in working with. I would highly recommend Guy.
Tom Lipop
Highly Recommend Guy. Diligent, smart and highly knowledgeable in all areas of finance…couldn’t do enough for us and walked through every step of our pension and life insurance…Guy is one of the most dedicated people I have ever come across and his tenacity is better than any I have ever encountered. He’s exceptionally personable and has a wonderful humour thats always nice when chatting through all things finance! Can’t recommend enough!
Justin Wilkins 🏠
Guy has always been a pleasure to work with. Efficient, knowledgeable and I have always enjoyed working with him on a personal level. Look forward to doing more business together in the near future.
Sheriden O'Connell
A very professional and outstanding colleague to have had the pleasure in working with. I would highly recommend Guy.
Tom Lipop
Highly Recommend Guy. Diligent, smart and highly knowledgeable in all areas of finance…couldn’t do enough for us and walked through every step of our pension and life insurance…Guy is one of the most dedicated people I have ever come across and his tenacity is better than any I have ever encountered. He’s exceptionally personable and has a wonderful humour thats always nice when chatting through all things finance! Can’t recommend enough!
Justin Wilkins 🏠
Guy has always been a pleasure to work with. Efficient, knowledgeable and I have always enjoyed working with him on a personal level. Look forward to doing more business together in the near future.
Sheriden O'Connell
A very professional and outstanding colleague to have had the pleasure in working with. I would highly recommend Guy.
Credentials
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J10 Discretionary Investment Management (In Progress)
Chartered Insurance InstituteApr, 2021- Oct, 2024 -
Diploma in Regulated Financial Planning (DipPFS)
Chartered Insurance InstituteAug, 2020- Oct, 2024 -
RO2 - Investment Principles and Risk
Chartered Insurance InstituteAug, 2020- Oct, 2024 -
RO6 - Financial Planning Practice
Chartered Insurance InstituteJul, 2020- Oct, 2024 -
RO4 - Pensions and Retirement Planning
Chartered Insurance InstituteMar, 2020- Oct, 2024 -
RO3 - Personal Taxation
Chartered Insurance InstituteDec, 2019- Oct, 2024 -
RO5 - Financial Protection
Chartered Insurance InstituteApr, 2019- Oct, 2024 -
RO1 - Financial Services Regulation And Ethics
Chartered Insurance InstituteFeb, 2019- Oct, 2024
Experience
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Wellesley
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Hong Kong
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Staffing and Recruiting
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1 - 100 Employee
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Wealth Management Advisor
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May 2021 - Present
Wealth Adviser at Wellesley, a Principal Partner Practice of St James's Place Wealth Management. Provided advice in all areas of wealth management, including; Individual and Corporate Financial Planning, Business Protection, Personal Protection, Retirement Planning, Investment Planning, Wealth Protection & Preservation, Life & Health Insurance, and Inheritance Tax Planning solutions. Specialist in corporate planning; Helping business owners and professionals make smarter choices with their money, extract profit from their businesses in a tax efficient manner, whilst allowing them to build a better future, protect their businesses and plan their exit strategy.
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Senior Corporate Pension & EB Adviser
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Nov 2018 - Apr 2021
Corinthian Benefits Consulting provide specialist advice to companies and their employees, enabling them to make the right decisions to achieve their pension, protection and benefits goals. We specialise in helping SME's to ensure their benefits package is effective, efficient, compliant and focussed on the needs and requirements of the company. A company benefits package should ideally reinforce the people, strategy, culture and ethos of the employer, helping it to achieve its wider business objectives.
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Hamptons International
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Oman
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Real Estate
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1 - 100 Employee
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Residential Sales Manager
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Mar 2009 - Oct 2018
Hamptons International is a leading residential estate agent and property services organisation, operating in London and the South of the UK. With more than 140 years of experience in the property market and a commitment to industry innovation and exceptional levels of customer service, Hamptons International today offers a wealth of award-winning services including UK and international Sales, Lettings, Property Management, Corporate Services, Residential Development Sales, Development Land, Valuation and Property Finance. With headquarters in London’s Oxford Street, Hamptons International has a network of 87 branches, over 7,000 international partner offices and is a subsidiary of Countrywide plc, the UK’s largest estate agency and property services group.
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Residential Sales Manager
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Mar 2017 - Feb 2018
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Associate
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Jun 2015 - Mar 2017
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Senior Sales Negotiator
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Dec 2013 - Dec 2014
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Senior Lettings Negotiator
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Jul 2009 - Jun 2011
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BMW Group
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Germany
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Motor Vehicle Manufacturing
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700 & Above Employee
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Sales Executive
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Nov 2007 - Jan 2009
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Education
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Collyer's Sixth Form College
Community
