Gareth

Wealth Management Partner @True Potential LLP

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

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WORK HISTORY

Sep 2022 — Present

Wealth Management Partner @True Potential LLP

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Belfast, GB

EDUCATION

2017 — 2017

LIBF

Diploma in Financial Advice (DipFA)

2007 — 2011

Heriot-Watt University

Master of Arts (MA), Business Management

SKILLS

Financial ServicesLife InsuranceMicrosoft ExcelWealth ManagementCustomer ServiceFinanceInvestmentsNetworkingParaplanningMicrosoft OfficeMicrosoft WordFinancial ResearchPowerpointPensionsPublic RelationsFinancial ReportingManagementAsset ManagementFinancial PlanningTeamwork

ABOUT GARETH

Diploma for Financial Advisers (DipFA) qualified Independent Financial Advisor with True…

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Gareth — Wealth Management Partner at True Potential LLP in Belfast, GB | Unifers