Martyn Davey
Regional Operations Director @Perspective Financial Group Ltd
Leeds, GB
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Feb 2024 — Present
Regional Operations Director @Perspective Financial Group Ltd
View department →
Wakefield, GB
Working alongside acquired IFA practices to support them with all aspects of integration including propositions, operations and compliance, ensuring a smooth transition for the practice and their clients.
SKILLS
Investment StrategiesInheritance Tax PlanningRetirement PlanningBusiness PlanningFinancial RiskWealth ManagementStrategic Financial PlanningFinancial AdvisoryFinancial ServicesRelationship ManagementInvestmentsFinanceInsuranceWealthPensionsPortfolio ManagementPrivate BankingInvestment AdvisoryHigh Net Worth IndividualsIncome ProtectionWealth Management ServicesFinancial Planning
ABOUT MARTYN DAVEY
I have a background in Financial Services extending over 25 years, with the past 20+…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.