AS
Alan Sneddon
New Business Wealth Planning Advisor at Finli (G&P)
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Work Experience
Aug 2005 - Present · 19 years and 4 months
New Business Wealth Planning Advisor
Jun 2019 - Present · 5 years and 6 months
Director
Aug 2005 - Present · 19 years and 4 months
Gale and Phillipson Ltd
Director
Jul 2016 - Present · 8 years and 5 months
Company Details
51-200 Employees
We are a nationwide financial services provider that helps our clients live their best financial lives. At Finli, we aim to deliver a fresh approach to financial advice. We do this by combining a people-first perspective with innovative financial tools. This helps our clients feel empowered on their path to prosperity. Our values are important to us and help us deliver the best outcomes for our clients, these are: Knowledge and clarity - We believe in making the complicated things simple for our clients. Creating excellent outcomes - We always put the client at the centre of everything we do to ensure excellent outcomes. Emotional connection - We maintain an emotional connection with our clients by staying relevant, authentic and true. The value of business - We aim to offer advice and technology that educates and empowers our people
Year Founded
2015
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
Gallowfields House Fairfield Way Richmond, North Yorkshire DL10 4TB, GB
Keywords
Financial planning adviceDiscretionary investment managementAdvisory investment managementDynamic Cash Management serviceand Investment management services
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