Adam Field

Wealth Manager @William Highbourne Wealth Management Ltd

Exeter, GB
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Apr 2021 — Present

Wealth Manager @William Highbourne Wealth Management Ltd

View department →

Exmouth, GB

William Highbourne Wealth Management is a directly authorised Financial Advice & Discretionary Management firm based in Exmouth. In my current role, I provide advice on Investments, Pensions, Estate Planning and everything in between. We are truly independent and pride ourselves on focusing on our clients individual unique need and providing a bespoke service to every person.We provide ongoing investment management and financial planning, with our clients usually staying with us for life, and also inter-generationally.

SKILLS

Customer RetentionAnimal NutritionCustomer ServiceComplex SalesDirect SalesContract NegotiationSellingSolution SellingBusiness PlanningSales ProcessCrmDogsSales PresentationsDeal ClosureLead GenerationManagementNegotiationSoftware IndustrySalesSaasBusiness DevelopmentVeterinary MedicineNew Business DevelopmentAccount ManagementQualifying ProspectsSalesforce.comCold Calling

ABOUT ADAM FIELD

Certified Financial Planner™ | Chartered MCSI | Independent Wealth Manager Helping…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Adam Field — Wealth Manager at William Highbourne Wealth Management Ltd in Exeter, GB | Unifers