Vaughan Roberts
Director - Senior Product Manager @Coutts
Bristol, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2019 — Present
Director - Senior Product Manager @Coutts
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EDUCATION
2000 — 2003
Nottingham Trent University
Bachelor's Degree (2:1), Politics
N/A
The Chartered Institute for Securities & Investment (The CISI)
PCIAM
N/A
LIBF
CeMAP, CeFA
N/A
The Chartered Insurance Institute
AF1, AF5, AF6, J02, R01, R02, R03, R04, R05
SKILLS
Financial ServicesEmployee TrainingPrivate BankingBusiness DevelopmentPresentationsSalesResidential MortgagesLife InsuranceIndependent Financial AdviceResearchInvestmentsPresenting SolutionsPersonal ProtectionPensions
ABOUT VAUGHAN ROBERTS
Vaughan joined Coutts in June 2014 is the Product Manager responsible for Financial Planning Products - Pensions, Protection and Investment Bonds. He holds the CII Advanced Diploma in Financial Planning and the CISI Private Client Investment Advice & Management qualification.
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