Mark Williams
Wealth Management Partner @True Potential LLP
Bristol, GB
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2022 — Present
Wealth Management Partner @True Potential LLP
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SKILLS
NetworkingWealthDefined BenefitStrategic Financial PlanningSavingsTrainingPerformance ManagementEmployee BenefitsTeam ManagementStakeholder ManagementSalesforce.comRetirementBuilding RelationshipsChange ManagementQualified Up to Qcf Level 6New Business DevelopmentPensionsPortfolio ManagementInvestment StrategiesLeadershipBusiness Relationship Management7 Years People Management ExperienceStrategyPension FundsExperience of Selling a New Platform Proposition Into the MarketInvestmentsAsset ManagementSales ManagementRelationship ManagementFinancial AdvisoryTeam LeadershipSalesFinancial ServicesStrong Presentation SkillsBusiness PlanningPlatformsInsurancePlatform IntegrationStrategic PlanningRetirement Planning
ABOUT MARK WILLIAMS
I am a Chartered Financial Planner at True Potential llp a company established in 2007…
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