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Simon Edward Lister
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Work Experience
Client Manager
Apr 2014 - Present · 10 years and 8 months
Sales Advisor And Settlements Negotiator
Jul 2011 - Mar 2014 · 2 years and 8 months
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Operations Manager
Jun 2010 - Jul 2011 · 1 years and 1 months
Company Details
With financial wellbeing at the heart of what we do, we not only talk the talk, we walk the walk as well. We don't see financial planning as a process, we see it as being as unique as each of us are. Our financial planners start by asking our clients: "How can your money help you to live the life you want, look after those you love and leave a powerful legacy?" The conversations we have go far beyond the typical financial and tax planning discussions, by giving our clients the space to share their hopes and dreams and ultimately, create a life plan that their money can support.
Year Founded
1995
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
Ascot House Epsom Avenue Wilmslow, England SK9 3DF, GB
Keywords
Estate PlanningWealth ManagementDiscretionary Investment Managementand Retirement PlanningRetirement Planning
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