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Yvonne Taylor
Wealth Consultant at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Advisa Wealth</span>
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Location
St. Helier, St. Helier, Jersey, JE
Skills
- Wealth Management
- Insurance
- Commercial Banking
- Business Strategy
- Financial Services
- Show all
Bio
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Topline AI
Credentials
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Dip (GRC)
International Compliance Association
Experience
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Advisa Wealth
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Jersey
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Wealth Consultant
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Sep 2020 - Present
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Jersey
Following the merger of Vantage and Advisa I have now taken up a Wealth Consultant position.
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Wealth Manager
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Sep 2017 - Sep 2020
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Jersey
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European Insurance Brokers Limited
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St Helier, Jersey
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Financial Planning Manager
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Nov 2012 - Sep 2017
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St Helier, Jersey
Pension and Investment Advice. Group and Single pensions. Group and single Death plans with/without critical illness.
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Associate Director
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Nov 2012 - Sep 2017
Pension and Investment Advice for single clients and corporates.
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Director
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Jun 2008 - Nov 2012
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Jersey
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Investment Adviser
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Jul 1990 - Jan 2005
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Senior Managers Assistant
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Jan 1987 - Jul 1990
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Education
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1986 - 1987Plymouth of Further Education
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2015 - 2016
International Compliance Association
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1975 - 1980
Plympton Grammar School
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2000 -
Chartered institute for securities & investment
Suggested Services
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Industry Focus. “Financial Services”
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