Luke Stanley
Director, Financial Planner @Altus Financial, Associate Partner Practice Of St. James S Place Wealth Management
Pembroke Dock, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2019 — Present
Director, Financial Planner @Altus Financial, Associate Partner Practice Of St. James S Place Wealth Management
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Pembroke Dock, GB
Altus Financial is a trading name of Altus Financial Ltd
EDUCATION
2000 — 2003
Prifysgol Aberystwyth University
Bachelor of Arts (B.A.), History
SKILLS
Investment AdvicePortfolio ManagementCommunication SkillsWritten CommunicationInvestmentsTeamworkSavingsDecision MakingFinancial AdvisoryPersonal ProtectionWealth ManagementHigh Net Worth IndividualsProblem SolvingWealth Management ServicesSelf-Motivated IndividualFinancial PlanningMortgage LendingInvestment StrategiesPrivate BankingIncome ProtectionEvaluating NeedsPensionsImprovisationBusiness Financial PlanningInheritance Tax PlanningWealthAsset ManagementProtectionRelationship ManagementComputer ProficiencyRetirementStrategic Financial PlanningHolistic Financial PlanningRetirement PlanningEstate PlanningInvestment AdvisoryCollaborationPersuasivenessFinancial Services
ABOUT LUKE STANLEY
As the Director of Altus Financial, an Associate Partner Practice of St. James’s Place…
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