Gary Taylor
Independent Financial Advisor @Ascot Lloyd
Glasgow, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2023 — Present
Independent Financial Advisor @Ascot Lloyd
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Glasgow, GB
EDUCATION
2003 — 2007
Heriot-Watt University
BSC
SKILLS
Customer ServiceCustomer SatisfactionBuilding RelationshipsNetworkingStrategic Financial PlanningWealth ManagementClient PresentationFinancial PlanningMortgage LendingInvestment AdvisoryChemical EngineeringBusiness Relationship ManagementRelationship ManagementRetail BankingCommercial BankingCoachingTelephonyHigh Net Worth IndividualsClient RapportExceeding TargetsBank Relationship ManagementPensionsBankingCreditSavingsExceeding ExpectationsRisk ManagementPortfolio ManagementLoansSalesProtectionFinancial AdvisoryManagementInvestmentsWealthTelephone MannerFinancial RiskInvestment BankingWealth Management ServicesRetirement Planning
ABOUT GARY TAYLOR
I take pride in building lasting relationships and simplifying complex financial…
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