Russell Leigh CPFA, DipFA, AwPETR, MLIBF

Wealth Planning Adviser at Gale and Phillipson
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • English Native or bilingual proficiency
  • German Elementary proficiency

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Bio

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Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Wealth Planning Adviser
      • Jan 2021 - Present

    • Paraplanner
      • Sep 2018 - Present

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Protection Adviser
      • Apr 2018 - Sep 2018

  • Edward Bond Wealth Management
    • Bexley, United Kingdom
    • Protection Adviser
      • Jan 2017 - Apr 2018

      Edward Bond Wealth Management can assist with your: - Investments - Pensions - Mortgages - Protection - Wills & Probate Please visit www.edwardbondwm.co.uk for more info. Edward Bond Wealth Management can assist with your: - Investments - Pensions - Mortgages - Protection - Wills & Probate Please visit www.edwardbondwm.co.uk for more info.

    • United Kingdom
    • Leasing Non-residential Real Estate
    • 100 - 200 Employee
    • Business Development Manager at EGi
      • Apr 2016 - Sep 2016

      EGi provides a unique, all-round view of the commercial property market including planning applications, decisions and details of the latest transactions and occupier information you simply can't get anywhere else. EGi provides a unique, all-round view of the commercial property market including planning applications, decisions and details of the latest transactions and occupier information you simply can't get anywhere else.

  • Knox Group plc
    • Park Lane Offices, Mayfair, London, United Kingdom
    • Business Development
      • Feb 2015 - Feb 2016

      My role within the Knox Group of companies was in the tax department at SP in the Mayfair Offices. The Knox group of companies are an independent, dynamic group of businesses with over £1.25 billion of assets under management and administration. Employing over 200 people, the group of companies offer financial, investment and property management services to a diverse and expanding client base. The group also has a trust, tax and pensions planning arm which deals with both corporate and personal clients, including the provision of services to Family Offices. For more information please visit www.knoxgroupplc.com Show less

  • S/E
    • London Victoria offices, London, United Kingdom
    • AIM & Risk Broker - Trade and Support
      • Jan 2011 - Oct 2014

      Over 4 years I developed long standing relationships with brokers, chateaus and high net worth individuals assisting with their short, medium and long term investment strategy. Investments mainly spread across the AIMs, primarily in fine wines from the Liv-ex 50 & 100. Please see www.liv-ex.com for more information on pricing. Over 4 years I developed long standing relationships with brokers, chateaus and high net worth individuals assisting with their short, medium and long term investment strategy. Investments mainly spread across the AIMs, primarily in fine wines from the Liv-ex 50 & 100. Please see www.liv-ex.com for more information on pricing.

Education

  • Ravenswood School for Boys
    High School, Business Studies, IT & Further Mathematics
    2004 - 2010

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