Lloyd Davies
rockwealth
Aberdeen, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Present
@rockwealth
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SKILLS
Financial PlanningMortgage LendingPensionsProtectionRetirementStrategic Financial PlanningInheritance Tax PlanningWealthPortfolio ManagementHigh Net Worth IndividualsFinanceFinancial ServicesBusiness Relationship ManagementPension FundsFinancial AdvisoryRetirement PlanningWealth Management ServicesInvestment StrategiesRelationship ManagementFixed AnnuitiesInvestmentsWealth ManagementIncome ProtectionFinancial PlannersCritical IllnessSavings
ABOUT LLOYD DAVIES
My aims as a financial planner are pretty simple:* Establish long-term relationships…
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