William Adams Dip PFS Certs CII MP ER

Financial Planner at Phoenix Temple Wealth Management Ltd
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
UK
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

Experience

  • Phoenix Wealth Management Ltd
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Jan 2017 - Present

  • HSBC
    • Cheltenham
    • Premier Relationship Manager
      • Jan 2015 - Nov 2016

      Looking after a Portfolio of 560 High Net Worth Premier Banking Customers. Looking after a Portfolio of 560 High Net Worth Premier Banking Customers.

  • The Openwork Partnership
    • United Kingdom
    • Financial Services
    • 400 - 500 Employee
    • Business Assessor
      • Jan 2014 - Jan 2015

      Checking and Auditing Advisor Files Legacy Asset Transfer Work (Pensions) Checking and Auditing Advisor Files Legacy Asset Transfer Work (Pensions)

  • NatWest
    • Banking
    • 700 & Above Employee
    • Various Financial Services Roles
      • Mar 2001 - Nov 2012

      Various Roles: Financial Planning Manager, Business Adviser, Premier Financial Planning Manager, Area Development Manager, Area Sales Manager. Financial Services Complaints Manager. Various Roles: Financial Planning Manager, Business Adviser, Premier Financial Planning Manager, Area Development Manager, Area Sales Manager. Financial Services Complaints Manager.

Community

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