Benjamin Clay Email
Senior Partner Practice @ Gilson Gray Financial Management
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Benjamin Clay Location
- Coventry, GB
Benjamin Clay Work
- 2016 - now Senior Partner Practice @
- 2016 - now Director and Financial Planner @
- 2013 - 2016 Financial Adviser @
- 2013 - 2013 Financial Advisor DipFA CeMAP MiFS @ MoneySave Financial Solutions
- 2010 - 2013 Financial Advisor @
- 2007 - 2009 Financial Consultant @ Moneyway (Secure Trust Bank)
- 2005 - 2007 Mortgage Advisor @
Benjamin Clay Education
- The London Institute of Banking & Finance
ALIBF (Financial Planning and Services)
2002 - 2021 - Heart of England School & Sixth Form College 1993 - 2000
- STEP Canada | The Society of Trust and Estate Practitioners (Canada)
Benjamin Clay Skills
- Financial Advisory
- Banking
- Pensions
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Mortgage Marketing
- Critical Illness
- Investments
- Relationship Management
- Financial Risk
- Mortgage Lending
- Credit Risk
- Finance
- Investment Advisory
- Income Protection
- Financial Services
- Wealth Management
- Life Insurance
- Strategic Financial Planning
- Wealth
- Protection
- Private Banking
- Retail Banking
- Inheritance Tax Planning
- Retirement
- Residential Mortgages
Benjamin Clay Summary
- Benjamin Clay, based in Coventry, GB, is currently a Senior Partner Practice at St. James’s Place Wealth Management. Benjamin Clay brings experience from previous roles at Clay Wealth Management Limited, True Potential LLP, MoneySave Financial Solutions and Lloyds TSB. Benjamin Clay holds a 2002 - 2021 ALIBF in Financial Planning and Services @ The London Institute of Banking & Finance. With a robust skill set that includes Financial Advisory, Banking, Pensions, Fixed Annuities, Insurance and more. Benjamin Clay has 1 emails on RocketReach.
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