Barry Willis Location
- Childswickham, England, GB
Barry Willis Work
- 2025 - now Retired @ Ex AFH Financial Group LTD
- 2022 - 2025 Chief Commercial Officer (CCO) @ AFH Wealth Mangement
- 2022 - 2023 T and C Director @
- 2019 - 2022 Group Head of Supervision @
- 2011 - 2019 Sales Director @
- 2010 - 2011 Principal @ Barry Willis Wealth Management
- 2004 - 2010 Head Of Financial Services @
- 2002 - 2004 Regulated Area Sales Manager @
- 2000 - 2001 IFA @ Towry Law
- 1992 - 2000 Area Manager @
- 1980 - 1990 Branch Manager @
Barry Willis Education
- Leamington College for Boys 1974 - 1980
Barry Willis Skills
- Inheritance Tax Planning
- Wealth Management
- Strategic Financial Planning
- Investments
- Portfolio Management
- Retirement Planning
- Succession Planning
- Financial Services
- Financial Advisory
- Protection
- Performance Management
- Financial Risk
- Pensions
- Management
- Income Protection
- Financial Planning
- Relationship Management
- Pension Funds
- Leadership
- Strategy
- Microsoft Office
Barry Willis Summary
- Barry Willis, based in Childswickham, England, GB, is currently a Retired at Ex AFH Financial Group LTD. Barry Willis brings experience from previous roles at AFH Wealth Mangement, AFH Financial Group PLC and AFH Wealth Management. Barry Willis holds a 1974 - 1980 Leamington College for Boys. With a robust skill set that includes Inheritance Tax Planning, Wealth Management, Strategic Financial Planning, Investments, Portfolio Management and more.
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