Chris Campbell Dipfa Certcii

Specialist Financial Adviser @Wesleyan

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

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WORK HISTORY

Jan 2016 — Present

Specialist Financial Adviser @Wesleyan

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Wesleyan is a leading and award winning mutual organisation established in 1841. Highlights of the company include- Rated 10/10 for financial strength (Cazalet Independently assessed) for the last 10 consecutive years- Life Insurer of the year 2008 & 2010 Wesleyan provides financial advice and services specially tailored to meet the needs of Hospital Doctors, GPs, Dentists, Lawyers and Teachers. As a Wesleyan Specialist Financial Adviser, I only provide financial advice to Medical professionals, their families and their businesses. I have a clear understanding of a Medical Professionals career path and financial challenges, as well as the wider issues affecting the profession. I deliver financial advice on a one-to-one basis, in the comfort of your own home or at your work place and at a time that is convenient to you. This enables me to develop an in-depth understanding of my clients\' individual goals so that I can make recommendations that are tailored specifically to their personal and professional requirements. Wesleyan has a long history of working closely with the Medical community and providing tailored financial advice. My aim is to build up a long term relationship with clients, providing them with the reassurance that they can always contact me to discuss matters that are affecting them and their families. I aim to meet my clients on a regular basis, once a year or more if required, to review their current situation and to ensure any planning remains on track.

EDUCATION

2003 — 2004

Glasgow Caledonian University

Computing

SKILLS

Estate PlanningPortfolio ManagementInvestmentsInheritance Tax PlanningCritical IllnessStrategic Financial PlanningAsset AllocationHigh Net Worth IndividualsHolistic Financial PlanningRelationship ManagementFinancial ServicesBondsPersonal FinancePensionsFinanceInvestment AdvisorySavingsMortgage LendingWealthSippResidential MortgagesParaplanningCommercial FinanceInsuranceWealth ManagementMutual FundsIncome ProtectionFinancial AdvisoryBankingRetirementWealth Management ServicesLife InsuranceFixed AnnuitiesFinancial PlanningRetirement PlanningBusiness ContinuityRetail BankingCommercial InsuranceProtectionPortfolio Assessment

ABOUT CHRIS CAMPBELL DIPFA CERTCII

As a Financial Consultant at Wesleyan I specialise in providing financial advice to…

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