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Robert Gullick
Independent Financial Adviser at Affinity Financial Awareness
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Work Experience
Independent Financial Adviser
Feb 2004 - Present · 20 years and 10 months
Regional Sales Manager
Jan 1999 - Oct 2003 · 4 years and 9 months
Frizzell
Independent Financial Adviser
Sep 1995 - Jan 1999 · 3 years and 4 months
Company Details
Affinity Financial Awareness provides independent financial advice and is part of the Wealth at Work group. As part of the group, clients may benefit from other services such as the discretionary managed portfolio service provided by my wealth. The discretionary managed portfolio service creates tailored investment strategies to meet a client’s personal objectives which are flexible enough to adapt to changing needs. This is achieved by creating bespoke investment portfolios that are selected from the whole-of-the-market without any restrictions which are actively managed to ensure they remain appropriate through changing market conditions.
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services, Outsourcing of financial services and administration
HQ Location
Level 1, Bull Wharf Redcliff Street Bristol, BS1 6QR, GB
Keywords
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