Ian Taylor
Relationships Manager @Capstone Financial
Bolton, GB
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Feb 2025 — Present
Relationships Manager @Capstone Financial
View department →
GB
EDUCATION
1980 — 1984
Bolton Institute of Technology
HNC
SKILLS
Wealth ManagementFinancial AdvisoryRetirement PlanningStrategic Financial PlanningPensionsIncome ProtectionInvestmentsFinancial ServicesWealthManagementCritical IllnessRetirementInheritance Tax PlanningManagerial FinancePortfolio ManagementValuationTrustsFinanceSaving for EducationStrategyMutual FundsInvestment StrategiesSavingsFinancial PlanningProtectionEstate PlanningEmployee BenefitsMortgage LendingFinancial PlannersTaxSmall BusinessAsset ManagementFinancial RiskFundingInsuranceRetirement Income StrategiesFinancial AdviceAuto Enrolment SpecialistProtecting Your Company Shares on DeathLong-Term Care
ABOUT IAN TAYLOR
With over 38 years of experience in financial services, having owned a financial advisory…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.