Tim Rees
Bancassurance Account Director @Lloyds Banking Group
Bristol, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2014 — Present
Bancassurance Account Director @Lloyds Banking Group
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EDUCATION
1976 — 1980
Rawlins Upper School
Economics, Statistics & Geography
SKILLS
PensionsFinancial PlanningPension FundsLife InsuranceFinancial AdvisoryRelationship ManagementPrivate BankingWealth Management ServicesRetirement PlanningFixed AnnuitiesInsuranceFundingIncome ProtectionWealth ManagementInvestment ManagementInvestment StrategiesAlternative InvestmentsBusiness Relationship ManagementPortfolio ManagementEstate PlanningInvestmentsManagementFinancial ServicesRetirementStrategic Financial PlanningStructured ProductsInheritance Tax PlanningWealthFinancial RiskAsset ManagementAsset AllocationBankingMutual FundsSavingsRisk ManagementProposition DevelopmentInvestment AdvisoryHigh Net Worth Individuals
ABOUT TIM REES
Independent advice on mortgage and protection for homeowners and buyers as well as advising older clients on equity release if it is an appropriate solution
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