Steven Sweeney
Chartered Financial Planner @Agl Wealth Management Ltd
Glasgow, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2010 — Present
Chartered Financial Planner @Agl Wealth Management Ltd
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Glasgow, GB
EDUCATION
1990 — 1993
The University of Edinburgh
Bachelor of Commerce (B.Com)
SKILLS
Independent Financial AdviceFinancial PlannersTrustsInvestmentsAsset ManagmentStructured ProductsWealthInvestment ProductsRetirement PlanningHigh Net Worth IndividualsWealth ManagementWealth Management ServicesEstate PlanningPensionsRetirementStrategic Financial PlanningFinancial AdvisoryKycPortfolio ManagementIncome ProtectionFinancial AdviceAsset AllocationBankingMutual FundsInvestment AdvisoryFinancial Planning
ABOUT STEVEN SWEENEY
Experienced financial adviser of 31 years + having worked in Private Banking and as an…
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