Lisa Walker

Platform Relationship Manager @7IM

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

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WORK HISTORY

Aug 2016 — Present

Platform Relationship Manager @7IM

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SKILLS

InvestmentsInvestment StrategiesFinancial ServicesHigh Net Worth IndividualsBusiness Relationship ManagementInheritance Tax PlanningWealthAsset ManagementFixed AnnuitiesFinancial AdvisoryEstate PlanningAsset AllocationMutual FundsSavingsRetirementStrategic Financial PlanningProtectionHolistic Financial PlanningRetirement PlanningWealth Management ServicesIncome ProtectionRestructuringInvestment AdvisoryPension AdministrationInvestment ManagementInsuranceFinancial PlanningMortgage LendingFinancial PlannersPensionsSippLife InsuranceRelationship ManagementPension FundsPortfolio ManagementWealth ManagementTrustsCritical IllnessPersonal Financial Planning

ABOUT LISA WALKER

Platform Relationship Manager at 7IM

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Lisa Walker — Platform Relationship Manager at 7IM in Manchester, GB | Unifers