Marvin Watson
Financial Planning Consultant @Quilter
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WORK HISTORY
Financial Planning Consultant @Quilter
North East, GB
EDUCATION
Institute of Professional Willwriters
Associate , Will Writing
The Chartered Insurance Institute
Diploma in Regulated Financial Planning
University of Leeds
Chemistry & Physics
The Chartered Insurance Institute
Certificate in Mortgage Advice
SKILLS
ABOUT MARVIN WATSON
Thank you for taking time to review my profileAfter working in the Financial Services industry for over 20 years. As both a Consultant to Financial Advisers and directly helping personal clients with their financial needs. I am delighted to be a Financial Planning Consultant with Quilter as I am passionate about continually assisting people attain their financial desires.My objective is to partner with you to achieve your financial goals and protect you, your family or your business. No matter how big or small, I am committed to offering the highest standard of service, integrity and professionalism. Promising to only offer solutions that meet your situation and needs.At Quilter our advice covers all areas of Financial Advice, including: Retirement planning (Annuities, Drawdown) Pensions Wealth protection (Life & Critical Illness Assurance, Income Protection) Investment PlanningI believe in the importance of building long-standing, trusted relationships and offering guidance as financial needs change over time.
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