Neil Evans

Owner @Vale Asset Management

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

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WORK HISTORY

Dec 1998 — Present

Owner @Vale Asset Management

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Financial Coach and Independent Financial Adviser

EDUCATION

1977 — 1980

University of South Wales

Business Studies

N/A

Chartered Insurance Institute

Diploma, Financial Planning. Advanced Financial Planning Certificate

SKILLS

Life InsuranceFinanceInvestment AdvisoryProtectionFixed AnnuitiesFinancial PlannersInvestment ManagementInheritance Tax PlanningWealthAsset ManagementInvestment StrategiesAsset AllocationBusinessSavingsPensionsStrategic PlanningManagementRetirementStrategic Financial PlanningInsuranceRetirement PlanningFundingHigh Net Worth IndividualsBusiness PlanningTrustsCritical IllnessIncome ProtectionBusiness DevelopmentWealth ManagementPersonal FinanceSmall BusinessPortfolio ManagementFinancial ServicesFinancial AdvisoryFinancial PlanningMortgage LendingEstate PlanningInvestmentsLong-Term Care

ABOUT NEIL EVANS

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Neil Evans — Owner at Vale Asset Management in Cardiff, GB | Unifers