Gemma Clarkson

Independent Financial Advisor @AFH Wealth Management

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

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WORK HISTORY

Mar 2022 — Present

Independent Financial Advisor @AFH Wealth Management

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Leeds, GB

EDUCATION

2018 — 2018

Wine & Spirit Education Trust

WSET Level 2

2003 — 2006

Leeds Beckett University

Ba Hons, Business studies

N/A

Chartered Insurance Institute

Diploma, Regulated Financial Planning

2018 — 2018

Wine & Spirit Education Trust

WSET level 3

SKILLS

ProfitP&L ManagementE-CommerceProduct LaunchManagementSourcingMedical DevicesNegotiationMarketing ManagementBusiness PlanningHealthcareBusiness DevelopmentTrainingNew Business DevelopmentForecastingSales OperationsSales Force DevelopmentManufacturingFmcgProduct DevelopmentMulti-Channel RetailPricingProduct MarketingSales PresentationsMerchandisingProcurementIncome StatementCompetitive AnalysisAccount ManagementSellingSales ManagementPurchasingSupply ChainCpfrCapital Equipment SalesInventory ManagementSupply Chain ManagementSalesRetailB2b

ABOUT GEMMA CLARKSON

I’m an Independent Financial Adviser at AFH Wealth Management providing independent and impartial advice. I started out working at Asda Head office in Leeds and then worked in Medical Sales for a number of years working with Doctors and Dentists all over Yorkshire and the North East before following in my Dad’s footsteps and moving to a financial advice practice where I obtained my qualifications and broadened my knowledge around Financial Planning. My plan is to continue to study to become a Level 6 Chartered Financial Planner with the Personal Finance Society.My approach has always been to listen, really get to know people and understand what they want, so I can help them achieve their goals. I value each client\'s individuality and work very closely to get to know them and to create a plan which is bespoke to them. I am extremely passionate about helping my clients and their families achieve their financial aspirations.I specialise in offering expert advice in a wide range of areas, including retirement planning, investments, protection, estate planning & inheritance tax. Given AFH Wealth Management independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company’s size to obtain competitive charges not available to the majority of smaller firms.Outside of work, I enjoy an active lifestyle, playing Netball at weekends, practising Yoga and walking my dog in the Yorkshire Dales.To arrange an informal, no-obligation meeting, contact me via g••••••••@afhgroup.com.

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Gemma Clarkson — Independent Financial Advisor at AFH Wealth Management in Manchester, GB | Unifers