Peter Passi

Senior Paraplanner @atomos wealth

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

Signup · Get unlimited contacts

WORK HISTORY

Oct 2025 — Present

Senior Paraplanner @atomos wealth

View department →

EDUCATION

1991 — 1996

Corpus Christi Preston

Bachelor's degree, Business/Managerial Economics

SKILLS

PensionsFinancial PlanningInvestmentsRetirementIncome ProtectionInvestment AdvisoryFinancial AdvisoryRetail BankingRetirement PlanningWealthFinancial RiskManagementVariable AnnuitiesSales ManagementFinanceInsuranceBankingRisk ManagementFixed AnnuitiesPortfolio ManagementFinancial ServicesInvestment StrategiesWealth ManagementRelationship Management

ABOUT PETER PASSI

An honest, reliable, proactive and hardworking individual with an eye for detail and a…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Peter Passi — Senior Paraplanner at atomos wealth in Preston, GB | Unifers