Simon R Naylor
Regional Sales Director Rsd @True Potential LLP
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WORK HISTORY
Regional Sales Director Rsd @True Potential LLP
Over 23 years of financial services experience, including onshore and offshore.Please contact me if you are:• Interested in how you can de-risk your business• Considering retiring from the profession - ask about our industry leading proposition • An IFA / FA / RI / AR Firm that wants access to our industry leading technology and remuneration plans• A Wealth Management firm that needs merely wants access to the next level technologyIf you want to significantly improve on where you are today, please contact me for an initial conversation, it\'s easier than you think!Email me at S••••@globalnetuk.comorClick on the \"Book a confidential call\" link aboveor WhatsApp me on 07•••••••63A Taster of what True Potential can do.https://lnkd.in/e6HU_qbY and more details here
EDUCATION
LIBF
DipFA, Finance, General
LIBF
LIBF CeMAP, Commercial and Personal Finance
The Chartered Institute for Securities & Investment (The CISI)
IWC, Finance and Financial Management Services
Chartered Insurance Institute
AWF, Finance and Financial Management Services
The Chartered Institute for Securities & Investment (The CISI)
CISI, Financial Planning and Services
ND College
Law, Civil
LIBF
Level 3, Finance, General
The Chartered Institute for Securities & Investment (The CISI)
Level 3, Finance, General
The Chartered Insurance Institute
Diploma - AWF, Insurance
SKILLS
ABOUT SIMON R NAYLOR
I have over 30 years of experience in insurance, financial planning, and wealth management, with 15 of these in senior roles at firms where I was responsible for the bottom line - In other words, I understand your world!If you are viewing my profile after a connection request, please say Hello! Also why not go ahead and book some time with me. What have you got to lose? I\'m confident you will find it interesting and it may be the best 30 minutes of your career! My calendly link is available above via the \"Book a confidential phone call link\".#gamechanger #wealthtech #retire #grow #sales
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