David Simpson
Senior Financial Planner @Knightsbridge Wealth Management
Lisburn, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2023 — Present
Senior Financial Planner @Knightsbridge Wealth Management
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Belfast, GB
independent financial adviser
SKILLS
Business StrategyOutlookFinancial PlanningSavingsStochastic ModelingFinancial AdvisoryCorporate FinanceSeminarsPublic SpeakingMutual FundsRetirementProtectionInheritance Tax PlanningFinancial ServicesLife InsuranceStrategic PlanningEmployee BenefitsWealth ManagementHolistic Financial PlanningCustomer ServiceRetirement PlanningAgribusinessResearchRelationship ManagementRetail BankingInvestmentsRetirement SavingsRetirement BenefitsSipp
ABOUT DAVID SIMPSON
Attended Friends\' School Lisburn from 19••••88, then University of Ulster 1988-89…
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