Barry Jones Email
Director- Head of Financial Planning @ Watts Mortgage & Wealth Management Ltd
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Barry Jones Location
- Crewe, GB
Barry Jones Work
- Director- Head of Financial Planning @ (August 2014 - Present)
- Premier Banking Manager (Assistant Vice President) @ (May 2005 - August 2014)
- Insurance consultant @ (May 2000 - May 2005)
Barry Jones Education
- IFS
DipFA (Financial advice)
2012-2013 - St Bede's college, Manchester
A levels
1986-1994
Barry Jones Skills
- Financial Advisory
- Banking
- SIPP
- Branch Banking
- Pensions
- Bonds
- Credit Cards
- Corporate Finance
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Cross Selling
- Critical Illness
- Investments
- Relationship Management
- Medical Terminology
- Mortgage Lending
- Credit Risk
- Finance
- Investment Advisory
- Income Protection
- Financial Services
- Commercial Banking
- Wealth Management
- Life Insurance
- Mutual Funds
- Personal Protection
- Relevant Life Assurance
- Strategic Financial Planning
- High Net Worth Individuals
- Savings
- Investment Strategies
- Microsoft Word
- Microsoft Office
- Risk Management
- Microsoft Excel
- Credit
- Financial Analysis
- Wealth
- Management
- Research
- Private Banking
- Retail Banking
- Inheritance Tax Planning
- Protection Advice
- Loans
Barry Jones Summary
- Barry Jones, based in Crewe, GB, is currently a Director- Head of Financial Planning at Watts Mortgage & Wealth Management Ltd. Barry Jones brings experience from previous roles at Barclays Bank and Carole Nash Insurance. Barry Jones holds a 2012 - 2013 DipFA in Financial advice @ IFS. With a robust skill set that includes Financial Advisory, Banking, SIPP, Branch Banking, Pensions and more. Barry Jones has 1 emails on RocketReach.
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Top Watts Mortgage & Wealth Management Ltd Employees
Adrian Brightmore
Mortgage and Protection Adviser
Nantwich, GB
Amy Parkin
Senior Mortgage Adviser
Warrington, GB
Alistair MacArthur
Director of Mortgages
Nantwich, GB
Mathew Fogg
Protection Adviser
Crewe, GB
Emma Patrick
Mortgage Administrator
Nantwich, GB
Rachel Cerer
Mortgage and Protection Advisor
Stoke-on-Trent, England, GB
Travis Alcott
Mortgage Adviser
Nantwich, GB
Rachel Hopkins
Protection Administrator
Nantwich, GB
Shannan Cliffe
Senior Mortgage Advisor
Nantwich, GB
Dean Savage
Senior Mortgage Adviser
Nantwich, GB
Katie Certpfa
Personal Assistant
Crewe, GB
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