Philip Robinson

Technical Consultant - Financial Planning @Wesleyan

Welshpool, GB

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Aug 2024 — Present

Technical Consultant - Financial Planning @Wesleyan

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Birmingham, GB

Wesleyan is a leading and award winning Mutual organisation established 1841.Wesleyan provides financial advice and services specifically tailored to meet the needs of Hospital Doctors, Dentists, GPs, Teachers and Education Leaders.Responsible for providing expertise on all elements of financial planning incorporating estate and legacy planning, pension planning for both accumulation and access and other advice needs of our high-net-worth clients

SKILLS

InvestmentsPersonal PensionsBusiness StrategyWealth PreservationSpanishProblem SolvingBusiness PlanningNew Business DevelopmentNegotiationWealth ProtectionB2bTeam ManagementCustomer ServiceStrategySales ManagementBusiness DevelopmentWealth ManagementAccount ManagementSalesEvent ManagementPublic SpeakingTeam BuildingManagementCommunicationTeam LeadershipCoachingFinancial PlanningMortgage LendingProperty MarketingAdvertisingSelling

ABOUT PHILIP ROBINSON

More years of experience as a Property Professional and DipPFS qualified Financial…

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